Traits of the Modern PR Executive

Over the past decade, the role of the financial public relations professional has changed significantly; most notably, an increased correlation between sales, marketing and public relations. Because this link is blurring lines between the disciplines, PR professionals must act as strategic financial industry consultants and not merely tactical individuals. Read more »

Creating the “Billions” Impression to Prospective Buyers

Fund manager sales consulting Do you watch Billions? It’s an over-the-top, testosterone-charged soap opera centering around two alpha males who run a wildly successful hedge fund. Not all money management firms scream wealth, innovation, energy and success like Axe Capital. When it’s time to grow (or sell), take these steps to avoid making a bad impression. Read more »

With M&A on the Rise, Firms Face Data and Content Challenges

Mutual Fund Wire Industry consolidation is causing more asset managers to rethink how they can successfully integrate their information flow, systems, compliance, data and branding. What mistakes are they making and what lessons are they learning to support efficient centralized marketing operations? Synthesis Technology’s CEO John Toepfer shares his insight with MFWire.com. Synthesis is a client. Read more »

Obstacles Salespeople Face when Trying to be Customer-Centric

What are the best practices for sales teams at investment management firms? What are their biggest obstacles? How can they overcome them? How much new business can they win if they do? Synthesis Technology’s Emilie Totten, a client, shares her industry Insight. Read more »

Institutional Marketing Moves into the Spotlight

Severe disruption across the asset management industry is driving managers to pursue new distribution strategies. New research from Chestnut Advisory Group indicates that the most successful asset managers are taking an increasingly marketing-led approach to distribution. Read more »

6 Tips to Keep Your Compliance Officers Happy

How can I work with my firm’s compliance officers? In her latest insight article, Susan Weiner focuses on how marketers and advisors can build constructive working relationships with the compliance professionals at their firms. Read more »

Why Financial Advisors Should Embrace Fintech

With billions of dollars in venture capital flowing into fintech each year, it is quickly getting to the point where financial advisors must choose whether to fight the onslaught or learn to adopt fintech solutions as a way to better serve their clients. Consider taking advantage of fintech technologies for these four reasons. 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 »