Marketing
Marketing Team:
- Writers and project coordinators
- Graphic Design professionals
- Full service distribution center
Experience:
- Graduate and Post graduate degrees in marketing, communications and business
- Average years in financial services: 7
- Hold Series 7, 66, and 24 FINRA licenses
Distribution:
- 150,000 person database of investment professionals in the home office
- 40,000 financial advisors emailed product information weekly
- 5,000 mailers sent to largest producers monthly
Creative Campaigns:
- Create edgy, interesting campaigns that will stick in FAs mind while selling them on strategy
- Development of blast email, direct mail, core collateral development, webinars, websites and multimedia
- Ability to change direction and focus quickly as markets and industry change
- Not bound by traditional corporate bureaucracy in making decisions
