Steven Rubenstein

Share our perspective on the current state of third-party marketing, the challenges we face, and the opportunities that lie ahead. #advisors #marketing

The key to successful client retention lies in consistent, value-added communication with both direct clients and their financial intermediaries. #growth

In the current climate, where traditional active management often faces skepticism, the pursuit of value-adding strategies remains a bright spot. #advisors

Asset managers should consider the following four principles to develop fair and motivating compensation structures for their sales professionals. #growth

Institutional investor portfolios are typically fully invested, and the competition for the limited opportunities that arise is fierce. #advisors #growth

One way for these managers to attract institutional investor clients is by retaining an experienced third party marketer. #tools #marketing

There are always steps an advisor can take with potential clients that also increase the odds of future success. #advisors #value

Given the increased competition for business today, it is more important than ever to have these best practices down pat. #advisors

Do not quit on developing your uniqueness the solution will certainly enhance the effectiveness of your message. #advisors #unique

Realistic goals throughout the sales cycle will demonstrate credible leaders and boost the likelihood of sustaining energy and long-term success.

Advisors should be updating their sites continuously to share the most up-to-date news and views of the firm and team. #websites 

What’s been your experience with marketing and sales? Specifically, what have you tried, what has worked, and what hasn’t?