What Does Your Brand Promise?

May 26th, 2010

What Does Your Brand Promise?
How branding impacts your ability to retain assets in a rough market.

Recently, a client asked us for our thoughts on a puzzling business issue — assets in their mutual funds are falling — but at a much slower rate then their competitors and the industry leaders. While good news, on the face of it, our client rightfully wondered if there was more to this.

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Product “Storytelling:” A New Focus on Differentiation

February 22nd, 2010

Product “Storytelling:” A New Focus on Differentiation

Today’s competitive environment is defined by a mind-boggling array of products and services, and prospects and intermediaries who are on information overload and are themselves struggling to manage their workloads.

If you are trying to increase your firm’s sales in this environment, you will need what many firms have begun to create for themselves, a clear, compelling, competitive product “story.”

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Marketing Materials Audit: Do You Have What You Need and Need What You Have?

February 22nd, 2010

Marketing Materials Audit:
Do You Have What You Need and Need What You Have?

Marketing materials and client communication and information are critical components of any successful business. So many firms, however, spend enormous amounts of time and money for the “wrong” materials and communications.

Many firms that solicit our help offer the multitude of information and materials as “proof” that they are communicating with their prospects and clients. Yet, the recipients of the information often offer that they feel uninformed, uneducated and not respected or listened to about their issues and concerns.

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