Investment Management Marketing
Enhancing sales and marketing programs.
While effective outbound sales by consultative wholesalers remain vital, it is no longer adequate to generate the level of awareness and sustainable demand. Asset management firms need to define their intermediary marketing strategy by segmenting their advisor audience and aligning marketing and sales programs around ‘best-fit’ segments.
“John Stone is one our top-rated speakers at Schwab Impact. His presentations on social media and digital marketing are helping advisors accelerate their engagement in this increasingly important strategy.”
“The workshop series helped us envision our digital marketing strategies across consumer and intermediary businesses giving us a view into the disruptions of emerging digital and social media.”
Revenue Architects introduced an innovative idea to expand our advisor engagement and help our wholesaler teams open the door with like-minded financial advisors. The inbound marketing program aligns with our brand identity and provides advisors compelling content and tools to engage clients – opening the door for our sales teams to build relationships.