Knock Knock. Who’s There? MARKET Volatility.

Market volatility who?

Yeah. Exactly. Remember market volatility? It's back.

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Mutual Fund Deals, Gratitude and the Bottom Line

This month at Havener Capital Partners, we have taken a step back from blogs on third party marketing and helping mutual funds grow to focus on the practice of gratitude. The practice of gratitude yields results – personally, professionally and...

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How to Harness Gratitude in Marketing, Parenting and More! [Free Worksheet]

Gratitude.

Around Thanksgiving, we often reflect on the things we are most grateful for: our families, our health, our jobs, etc. Why do we wait until November, the eleventh month of the year, to appreciate the things we are thankful for? ...

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Ideas for RIAs Developing Marketing Plans: Focus Your Aim, Find Your Niche

Being a third party marketing firm, Havener Capital Partners often writes blogs about marketing and sales topics for mutual funds and mutual fund wholesalers. However, we also have conversations with RIAs about marketing too, and we found...

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Mutual Fund Wholesalers and Loss Aversion: Lessons from a Small Closet

In his book, Nudge, expert on behavioral economics, Richard Thaler, wrote, “Loss aversion helps produce inertia, meaning a strong desire to stick with your current holdings.” Having experienced this “inertia” first hand, I couldn’t agree more.

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