Still excited about that button-up shirt you got for Christmas last year? We didn’t think so! What about the gift card to your local coffee shop? Spent it in two days? Same here!

People outside the wealth management industry may see us as a bunch...

There are so many amazing new sales and marketing tactics for mutual funds to embrace, websites to build, social media to retweet, blogs to write, webinars to host. At Havener Capital Partners, we have seen the incredible power of the above. Yet...

Market volatility who?

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

Standing for the underdog as we do at Havener Capital Partners means that sometimes you are unpopular. Every #1 manager, hit song, or New York Times best seller started from the bottom. (Even Drake knows that.)

Remember when we asked you to please raise your hand if you've ever felt like your meetings with mutual fund prospects miss the mark? Is your hand still in the air? We got you.

The Baby Boomer generation was one of the biggest consumer generations ever. Raised by the G.I. Generation, who lived through the Great Depression, Baby Boomers were marked by ownership; owning things was a sign of success from the era their...

At Havener, we place a large focus on the behavioral element of sales and marketing. We analyze our asset raising opportunities with the knowledge that the things our RIA investors do and say bears more weight than what we do on our end as third...

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...

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? ...

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...

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.

Are you tired of looking at the same computer screen picture every day? Each month, the graphics team at Havener Capital Partners, a third party marketing firm, will be providing you inspirational wallpapers to motivate and make your screen come...