Manager-Connect

Develop Effective Marketing Materials
The key to success is to create a clear and compelling branding for your firm. We work with your team from creating a positioning statement to finalizing materials.

• Develop a marketing piece that provides your story, performance and holdings
• Design the layout for the retail arena
• Quarterly portfolio and commentary updates
• Compliance reviews and approvals

Execute Platform Marketing & Distribution
Getting on the platform is only half the battle. If you don’t market your product properly, you may be missing a significant growth opportunity for your firm. We can guide you through the marketing and compliance maze.

• Design of kits for each platform
• Integration into “platform friendly” formats to allow advisors to quickly locate the key information they use with investors
• Arrange for national conference calls and squawk box opportunities
• Specialist calls and promotions
• Quarterly training sessions with the sales desks and meetings with
in-house sales specialists