The twin slams of COVID and a bear market have created the most challenging environment for asset managers since the Great Recession. How are asset managers handling it?
Enhancing Communications in a Stay-at-Home World
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5 Steps to Prepare for the Founder’s Death
As uncomfortable as it may seem, now is the time to plan for such an event – while everyone is thinking rationally, and there is time to consider all contingencies.
Why Financial Advisors Should Embrace Digital Marketing (Webinar)
Watch our webinar replay to learn how stronger digital marketing can help you attract and retain customers.
Will 2020 be the Year Managers Finally Catch the Technology Wave?
Rising passive inflows, fee compression, increasing regulation, and platform rationalization continue to threaten the survival of boutique firms. It’s time to move forward or slide into oblivion.
Six Strategies to Strengthen Your Digital Marketing
The results your digital marketing program delivers are only as good as the quality of your content and the relevancy of the people you’re trying to reach.
Why Public Relations is More Important Than Ever for Asset Managers
How do boutique asset managers stand out during volatile times? How will sophisticated investors know what you stand for? A downturn may be an opportunity to invest in your growth while others sit on the sidelines.
Harnessing the Power of SEO to Generate Qualified Leads
Building a website doesn’t mean investors will come. Many advisors have discovered the benefits of search engine optimization (SEO) for generating traffic and attracting leads.
Numbers and Narrative – A Winning Combination
What’s more important to emphasize – a fund’s investment performance analytics or its investment process and management team? Both.
Technology is Changing the Playing Field (and the Players)
The trends transforming asset management are forcing firms to question their business models. Driven by low-cost investments and other pricing pressures, the dynamics of the advisor/asset manager relationship are changing.
What Does Your Online Presence Say About You?
You have an online presence, either intentionally or unintentionally. Google your firm name. What comes up on the first page of search results? If nothing or little, consider these strategies for investors to find you.
Don’t Write This in a “Cold” Email
I just received this “cold” email and wanted to share it (along with some pointers) with you. This is a great example of what not to write. The sender claims to be a “digital marketing expert.” Would you buy from him?
Your Website in 3 Acts: Home Page, Content Page, and Landing Page
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?