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In Investments, Marketing, Presentations, Prospective Investors, Social Media Posted

How to Effectively Market A Complex Financial Concept: Engagement to Diligence (Part 1 – Engagement)

  Adhering to our own general rule, you need to make the complex, un-complex. You need to do three things: 1.)    Engage your audience 2.)    Create intrigue 3.)    Get buy-in   ENGAGEMENT There are two steps that supersede everything: 1.)    You need to identify an audience. 2.)    You need to acknowledge that the current practice […]
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In Investments, Marketing, Prospective Investors Posted

Be Human

  Data is good. People obsess over it. We study open rates, clicks, response rates and more. Managers huddle over their Bloomberg terminals, eyes fixated on the ups and downs.   Marketing decks have to be perfect, the story convincing. It’s our job to isolate information and push for evolutionary language. GPs work and re-work […]
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