Alternative Reasons to be Grateful Dec21

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In these last days of 2020, it’s a time to reflect on what’s past and look forward to what’s coming. Though much has been written this year about the global challenges and hardships the pandemic has created throughout the business world, there have also been some glimmers of positivity. During this time of virtual business, here are some reasons to see the pluses of what has happened this unusual year

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5 Phrases to Leave Behind in 2020 Nov20

Posted by & filed under Hedge Fund Marketing.

As we draw to the close of what can certainly be categorized an annus horribilis, there are several overused and tired phrases that need to be booted from our collective vocabulary in 2021. While sometimes the familiarity of hearing common language can foster a spirit of community, the gross overuse of such phrases can also contribute to ennui, a generalized overdose of word salad

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The Arc of the Ask Oct27

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With much active marketing and sales efforts on a long-term pause in 2020, I’ve had several conversations with managers looking to retool their sales story for 2021. Some are coming to market with a new investment product and some just want to expand their selling activities to a wider segment of the market, but all have the goal of coming up with a compelling reason for new investors to give their product a try

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Building Stronger Remote Relationships Aug5

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August is here, and we are still largely working remotely in the financial services industry. This separation from clients and prospects is particularly difficult to manage for those tasked with marketing, business development, and client relationships. There just isn’t an equivalent substitute for meeting and interacting in person for some of these functions, yet this is required for the majority of businesses in 2020 for the undetermined future. Some ideas to help mitigate the impersonal and isolated feeling that working remote can generate follow below

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