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 Beyond the stale look, I often find “marketing symptoms” that point to a much larger malady—an outdated, undifferentiated, or poorly communicated investment story.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 »
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 
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 
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 your products, your investment processes, and your team. Employing seven cost-effective strategies can create a better user experience that can help generate leads—and increase inflows. 
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 
“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 
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 
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 
Do asset managers—big, boutique and growing—need yet another new share class? The answer is yes if you want to be fiduciary-friendly. The long-delayed implementation of some of the DOL’s new fiduciary rules finally went into effect on June 9. While there is a possibility that some of the provisions will be modified in the coming 
A growing number of fund companies realize that Registered Investment Adviser (RIA) firms are the future of the intermediary business. This is a challenge for fund distribution teams, since traditional product-focused email marketing campaigns and wholesaler “greet, meet and eat” strategies that work in broker/dealers don’t align with a business model where fiduciary responsibilities, rather
Connect
