Are you an investment manager with a great product that needs to bring in assets? Do you have a story to tell? Or maybe you have a hard time telling your story?
Here is a list to get you thinking about what you might need in 2020.
Audit. Take a look not only at all your current and past marketing efforts and materials, but how those activities have worked. Also consider the current market situation and your products’ performance in it. What messages would you like to send moving forward? A third-party audit of your materials and past activities can help you determine where you need to go next.
Goals. Where do you want to go in 2020 and beyond? Your marketing plan should be tailored to the type of growth you seek.
Story. Can everyone on your team, as well as your clients, tell your firm’s story? Do you have a clearly defined story? Is it being told the way you’d like to be perceived by clients and prospects? Perception is everything, and how you tell your story counts. You may need a messaging platform to define how your team communicates the right story.
Who are your ideal clients? Are you attracting them? Your marketing plan and materials should be targeted to meeting the needs of the right type of clients for your business.
Brand. Do your materials represent a coherent brand? Do your materials tell your story with the right words and graphics? Are your materials and your website working for you? You may need to create or refine your brand, which includes both story and visual elements.
Content. Is your firm producing a steady stream of content (e-newsletters, white papers, webinars, FAQs and more)? Are you leveraging that content on your website and with social media?
Public relations. Do you have a story to tell the media? Do you have key spokespersons who can speak to reporters both about your firm and as an expert source for investment management topics? Are you leveraging any media exposure you’ve received using your website, digital marketing and social media? A public relations strategy can help bring key exposure to your firm.
If you don’t have the resources in-house, we’re here to help you build and support the marketing communications plan that gets results for your firm. Let’s talk.