SEO for Wealth Managers and Asset Managers: The 6 Things You Must Do First

An increasing number of wealth managers and asset managers are recognizing the importance of search engine optimization (SEO) on their websites for lead generation, brand building, and visibility. For many, the most significant obstacle is not knowing what they don’t know and starting down a path that leads to no leads—or to suboptimal results. Even Read more »

The SEC’s New Modern Marketing Rule: Are You Prepared to Comply?

Less than 25% of investment managers admit they’ve fully instituted processes for complying with SEC’s Modern Marketing Rule (Rule 206(4)-1) that is scheduled to go into effect in less than four months. Do you understand the new requirements? Is your firm on track toward meeting these requirements? Our client Chris Ruppenstein of Synthesis shared his insight for sales, marketing, and compliance departments better conform to the new rules. Read more »

Tech Tools for Marketing (Part 2)

In the second of the two part series, I discuss additional tools that can automate the production of marketing materials, deliver greater efficiency, transparency and accountability to your sales processes and boost the effectiveness of your inbound marketing initiatives. Read more »

Tech Tools for Sales (Part 1)

Your sales team shouldn’t spend time researching RIA and broker-dealer web sites and conducting fruitless email marketing and cold call campaigns to advisors who are unlikely to use your strategies and mutual funds. There are a wide variety of technologies that can improve the quality and efficiency of your sales and marketing efforts. In the first of this two-part series, I’ll summarize services that can help you identify growth opportunities in different channels and discover insights around fund flows and specific customers. Read more »

Public Relations: Turning “Buzz” into New Business

Telling Your Investment Story As the number of boutique asset managers have proliferated over the years, it’s getting harder for even the best-performing shops to gain traction among advisors and institutions. While your firm’s direct marketing efforts are critical for generating inflows, an effective way to build the kind “buzz” around your firm that generates additional leads is through Read more »

Six Key Issues International Asset Managers Must Consider Before Breaking Ground in the U.S.

Foreign boutique and name-brand asset managers want to offer their expertise and products to U.S. investors. The AUM potential is strong. The biggest challenges? Figuring out the best way to establish their U.S. presence and build awareness and traction among investors and financial advisors. If your firm is thinking about setting up shop in the U.S., here are six key issues you need to consider before you make your move. Read more »