Services

Strategy Development

• Pre-launch and post-launch financial products and services.

• Development of comprehensive, resource-sensitive marketing and branding plans.

• Creating content marketing strategies.

• Drafting, editing, formatting and producing sales marketing materials, IR communications and thought leadership content; including brochures, sales and seminar presentations, speeches, sales letters, letters to investors, research reports, bylined articles and white papers.

• Design capabilities for desktop publishing and commercial printing of marketing materials.

• Industry conference participation of key staff as speakers or panelists to promote their expertise and insights, and further achieve third-party endorsement for a company, its products and people.

• Media relations marketing program development, implementation and maintenance to enhance sales marketing efforts and to achieve third-party endorsement for a company, its products and people.

• Application of our proprietary Conceptual Public Relations^® approach for marketing financial and professional services firms.

• Investor relations.

Business Management Consulting

We provide consulting to many clients regarding:

• New product development

• Refining existing strategies

• Identifying the right target audiences for their strategies

• Evaluating and selecting Ops and Admin service providers

• Analyzing performance attribution data and how to best communicate such information to investors