• Home
  • /
  • Blog
  • /
  • Real World Adviser Marketing: Real World Stories


Real World Adviser Marketing: Real World Stories

Sep 5, 2017 10:00:00 AM  |  '40 Act , Distribution

Posted by Dave Carson

Advice for Investment Advisers of Mutual Funds
Dave Carson, President of Ultimus Managers Trust and VP, Director of Client Strategies at Ultimus Fund Solutions
Dan Sondhelm, CEO of Sondhelm Partners 
Jeremy Floyd, CEO of Finworx
Stacy Havener, Founder and CEO of Havener Capital Partners

In the most recent Ultimus Client Summit, mutual fund industry attendees seized opportunities to gain expert advice on topics that resonate with many within the industry. One topic in particular, Real World Marketing, hit home as expert panelists shared stories and advice regarding the environment of marketing for mutual funds.

Jeremy Floyd, Stacey Havener and Dan Sondhelm, along with host moderator Dave Carson, give insight into the real world of marketing for mutual funds, sharing real stories of their experience with investment adviser clients and other firms. In this fireside chat atmosphere, the panelists advised about the fundamentals of marketing, distribution and asset management strategies. The presentation poses questions, urging the audience to reflect on their marketing strategies and how well they know their target market.

These experts outline the challenging and ever-changing environment of the marketing industry. With rapid market shifts, it’s important to stay ahead of the curve and constantly be improving marketing strategy as well as building their client relationships.

The overall message of the presentation was to “own your role.” This means knowing the role of your investment strategy in the market, know who your target investors are, and own what you do for the marketplace. You should know what investment problem your company is solving and align your website and marketing materials to communicate that message.

This relaxed yet intuitive presentation will provide you with key pieces of knowledge that are essential to remaining competitive within this niche industry. For the full presentation, listen to the audio recording here, Gathering Investment Assets, Real World Marketing.

***If you found this helpful, please subscribe to our blog post to receive valuable insights regularly.

If you enjoyed this blog post, you might also be interested in one of these:

IS Your Series Trust The Wrong Fit?