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Summary: All too often, firms view marketing as an all-or-nothing proposition that has to be completely managed in-house by a full time marketing professional, and they just don’t have the need or budget. What these firms don’t realize is that there are other options available. One such option is a Virtual Marketing Director (VMD).
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Summary: Building a reliable network of centers of influence (COIs) is one of the surest ways to engage with new prospects and grow your practice. Here’s a step-by-stop process to expand your list of COIs – including some who you probably didn’t think were potential referral sources.
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Summary: High quality client relationships and higher fees are among the attributes that firms landing in the top-quartile of the InvestmentNews 2016 Financial Performance Study of Advisory Firms possess.
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Summary: Once you’ve published a white paper, will people read it? Not necessarily. All too often, I see firms place all their efforts into research, writing and designing without giving any thought to how they’re going to promote it.
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Summary: What if we understood them, not as a “target” or an “audience,” but as a millennial who splurges on a Starbucks latte every day on his way to work? Or as an anxiety-prone single parent who seeks tranquility at the gym in the mornings after dropping the kids off at school? Or maybe an entrepreneurial wizard who’s driven more by a need to overcome loneliness than a desire to create the next tech wonder?
