Ken Hoffman on Strategic Marketing and Branding for Investment Advisers

It’s no secret that today’s investment advisory market is highly competitive.  RIA’s have enjoyed strong channel growth but are faced with rising threats from re-fashioned brokerage offerings and new market entrants. Asset managers are being buffeted by trends towards passive management, fee pressure, and performance headwinds.  All this has made it challenging for investment advisors to differentiate themselves and build distinctive brands that can drive growth, capture market share, and sustain competitive advantage.

We believe the need for a thoughtful, process-driven and systematic strategic marketing initiative for investment advisory firms has never been more pressing.

To read more from Ken Hoffman’s guest column in the IAA Newsletter, click here…

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