25 Ways to Promote and Distribute Your White Paper

Let’s say you’ve just completed an educational white paper on a topic of clear and compelling interest to your existing and potential best new clients. How do you promote and distribute it? Do you put it in clear plastic and hang it on doors? Slide it under windshield wipers? Drop it from airplanes? Promoting a Read more »

Creating a Compelling Investment Story

Many asset management firms I work with ask me to review their marketing and sales strategies, pitchbooks, collateral materials and website content to find ways to improve them. Beyond the stale look, I often find “marketing symptoms” that point to a much larger malady—an outdated, undifferentiated, or poorly communicated investment story. To address these issues, Read more »

Rethink Your 2018 Growth Strategy Now

Mutual fund flows are predictable. Fund flows tend to be largest in the beginning of the year when investors rebalance portfolios, invest bonuses and contribute to IRA’s after the holidays. If you have a good story to tell and have not yet developed your game plan to grow in 2018, you may miss some of Read more »

Four Ways to Handle Your Rogue Wholesalers

You have a great story, slow sales, and wholesalers running rogue. Yes, rogue. You are frustrated. Their production doesn’t justify your investment in their compensation and requests such as exhibiting at conferences and technology they don’t use. You don’t know how they spend their time or who they spoke to this month. Ugh! Instead of Read more »

Public Relations: Turning “Buzz” into New Business

Telling Your Investment Story While your asset management firm’s direct marketing efforts are critical for generating inflows, an effective way to build the kind of “buzz” around your firm that generates additional leads is through the savvy use of public relations (PR) strategies. As the number of boutique asset managers have proliferated over the years, it’s getting harder for Read more »

Seven Strategies for Building Better Web Sites

When it comes to websites, boutique asset managers are often at a competitive disadvantage compared to bigger firms with deep pockets and large digital marketing teams. The good news, however, is that it doesn’t take a huge investment of capital or time to create a robust website that enables advisors and institutional investors to research Read more »

Why Institutional Asset Managers Must Become Social Media Savvy

social media agency for asset managers If your firm isn’t using social media in its marketing mix, you’re missing out on a valuable, cost-effective resource institutional investors are increasingly relying on to aid in their investment education and due diligence processes. Four Out of Five Institutions are “Social Media Savvy” According to a Greenwich Associates study, 79% of institutional investors use Read more »

Why You Should Quit the “Fund Cost Center” Mentality

“We are tired of subsidizing our mutual fund family. We hate writing large checks to our distributor,” says the CEO of a highly profitable asset management firm that focuses on institutional accounts. “We want to attract assets in our undiscovered mutual funds.” Growing mutual funds that haven’t reached profitability can be difficult, especially if the Read more »

Nine Tips for Presenting and Promoting Winning Webinars

how to do a webinar for financial industry Webinars are one of the best ways for asset managers, custodians and other firms to build awareness of their brand and capabilities and generate qualified leads among financial advisors,” when presented and promoted effectively, according to a recent white paper by Advisor Perspectives. When presented and promoted effectively, webinars are one of the best ways Read more »

Why Asset Managers Need to “Know the Flows”

Are you considering a commitment of resources to growing one of your mutual funds? Are you thinking about adding a fund to your lineup? One question you might not have considered: Is your timing right? The decision to commit to launching or growing a fund isn’t just about getting it into the market or trying Read more »