Do In-Person Meetings Still Matter?

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...

Read More

Knock Knock. Who’s There? MARKET Volatility.

Market volatility who?

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

Read More

Popular Mutual Funds = Perfect Mutual Funds? Far From It.

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.)

Read More

3 Steps to Conduct a Killer Mutual Fund Sales Meeting

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.

Read More

Five Tips on turning your Mutual Fund Distribution into an Experience

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...

Read More

Identifying Your Purpose: What vs. Why in Mutual Fund Marketing

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...

Read More

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...

Read More

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? ...

Read More

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...

Read More

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.

Read More

Welcome Fall with a [Free] Inspirational Screensaver!

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...

Read More

BASIC TO BULLETPROOF

As summer draws to an end and we scramble to take advantage of the last few weeks of great weather, we’ve been struggling to stave off the 2:30 PM mental crash at HCP headquarters. Post lunch sleepiness hits us just as our morning coffee wears...

Read More