If you’re marketing to RIAs…
…email should be your top method for communicating with them. That’s the message I took away from “Marketing to Today’s RIA: What Every Asset Manager Should Know,” a webinar and report from Morningstar Advisor and Swandog Strategic Marketing. Their webinar and report are based on an online survey of 500 financial advisors that was supplemented […]
Twitter to the rescue of my colleague with a RFP dilemma
Twitter can be mighty handy in a pinch. Especially when used in combination with other social media. That’s what I learned from the response to my colleague’s RFP dilemma. My colleague asked me to post his dilemma on my blog, so I wrote it up as “RFP dilemma: What should my colleague do?“ I figured […]
Private equity job hunting tips from four professionals
“Don’t bring me a resume. Bring me a deal,” said Daniel Meader, founder and managing partner, Trinity Advisory Group. Meader offered his advice during the Q&A following “The State of Private Equity: Opportunity through Crisis,” a sold out presentation to the Boston Security Analysts Society on November 5. Other advice from panelists: In New England, […]
Poll: Which brings you the most new business–email or U.S. mail marketing?
Contact via email and U.S. mail can spur referrals and turn prospects into clients. Accordingly, this month’s poll asks which brings you the most new business–email or U.S. mail marketing? Please answer the poll in the right-hand column of this blog. Thank you! Also, if you have time, leave your comments about why you prefer […]
May vs. might: It may matter, but it might not
I thought I might have absorbed the difference between “may” and “might” after reading “I Wish I May, I Wish I Might” in Grammar Girl’s Quick and Dirty Tips (a similar explanation is on the Grammar Girl blog). Grammar Girl, AKA Mignon Fogarty, wrote “If something is likely to happen, use may.” Might is for […]