June 3, 2020  
 
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Marketing an Investment Management Business

Promotional tactics for investment management businesses are exceptionally diverse. But in our experience, there are a handful of tips and strategies that will deliver the best return for your marketing efforts.

A single characteristic divides today's best investment management businesses from the ones that are struggling to keep the doors open.

Winning strategies combine common sense marketing with the constantly evolving demands of the marketplace.

Sponsorships

Event and team sponsorships are a proven method for raising the public profile of investment management businesses. Successful sponsorships create connections with customers; ineffective ones alienate customers and drain your marketing budget. A strategic sponsorship targets actual investment management business patrons. To minimize costs and multiply outcomes, consider teaming up with a complementary business to co-sponsor targeted events.

Marketing Ethics

Ethically challenged marketers are a dime a dozen in today's economy. Successful investment management businesses subscribe to a strict ethical marketing code, even when competitors intentionally mislead customers with exaggerated claims and falsehoods. Ethics are especially important in direct marketing. By relying on trusted list provider, you can ensure that your lists are accurate and are consistent with standard industry protocols.

Industry Resources

Inexperience and a lack of industry connections have an isolating effect on owners of an investment management business. Most leaders are oblivious to the fact that the marketplace shows no favoritism - for every marketing challenge your business faces, there are hundreds of other businesses and leaders struggling to solve the same problem. Even though trade journals have value, we've found that the best insights are often gained through face-to-face contact with industry insiders.

More Articles on Marketing

Given your interest in marketing and in investment management businesses, you might find these additional resources to be of interest.

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Selling an Investment Management Business

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Conversation Board

There's more to discuss that we can cover in a single article. If you have any additional comments or questions, please let us know. We'd also appreciate if you let others know what you've tried as far as marketing goes and how it worked out for you.


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