A Pop Quiz on Why Email Marketing Is Good for You
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How much do you know about email marketing? Take this quiz to find out.
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How much do you know about email marketing? Take this quiz to find out.
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Suddenly, due to platform rationalization, the economics of running a boutique fund or fund family have soured and the sustainability of funds that are vulnerable to outflows has come into question.
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Website landing pages, home pages, content pages, and contact pages are not the same thing. What then is the difference, and why should asset managers and wealth advisors care?
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Have you ever considered hiring a part-time Chief Marketing Officer (CMO) to help grow your asset advisory or asset management firm? Did you even know that there was such a thing?
More formally, a part-time or outsourced CMO is called a Fractional Chief Marketing Officer.
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Content, content, content. It’s the “location, location, location” for 2018 and beyond for building a sales pipeline through marketing. Content done well can drive traffic, leads, and prospects along the sales funnel to satisfied, referral-providing clients.
However, only 30% of business-to-business marketers say their company is effective at content marketing, according to the Content Marketing Institute and MarketingProfs.
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When it comes to stock selection, investment managers understand the application of top-down and bottom-up analytics. One focuses on the big picture of how the overall economy and macroeconomic factors drive the markets and stock prices, while the other one takes a deep dive into the fundamentals of a company literally from the bottom on up – two very different perspectives using two different sets of analytics for the same purpose of identifying the best investment opportunities. For a broader perspective, the greatest amount of insight, and actionable intelligence, some managers combine the two.
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Certainly, a case can be made that salespeople have the toughest job in an asset management firm. Amid constant pressure from management to produce and natural resistance from prospects, they spend their days calling and trying to covert leads into prospects. They schedule, conduct and follow up with meetings, orchestrate the team to bring to the table, and travel extensively.
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The ETF giants’ latest mutual fund-killing trick is free management of ETF portfolios — perhaps the seeds of a massive freemium model. Dan Sondhelm and other industry professionals offered their insights for this article.
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Foreside hosted Sondhelm Partners and SunStar Strategic, who provided best practices when it comes to your brand, social media, and content creation of your marketing collateral. Participants heard ideas on what an asset manager can do to make a difference in the next six months, tips for content development, how firms can get in front of the media and best practices for successful asset growth. To listen to the replay, click here.
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Most companies face a crisis at one time or another. Two major airlines have had their share of crises recently as have several large companies involved in major data breaches. As we have seen, negative incidents can have a major impact on a company’s reputation, which can cost it millions in earnings and good will. Most of these larger companies have teams and procedures in place to respond to them. However, for smaller firms, especially those in the “trust business” of managing other people’s money, reputational damage can have devastating consequences.
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