What drew you to an investing career? Is it because you’re great with numbers? Were your parents super into the stock market when you were growing up? Did the ability to generate returns and compete with your peers each and every day appeal to you?
Whatever your reasons were for jumping into the financial industry, there’s a good chance you weren’t driven by your love of marketing or sales. Like most mutual fund managers, you’re probably phenomenal at what you do—but getting your name out there and attracting clients? That’s an entirely different story.
You may not have a background or interest in marketing or sales, but that doesn’t mean you can ignore those parts of your business. All the hard work you’re putting into your mutual fund will mean nothing if no one can find you or figure out why they should invest with you.
And no, those occasional LinkedIn posts you’re pushing out to the world in ALL CAPS are not the definition of a sound mutual fund marketing plan. Ditto for your blast emails at 1 am that are filled with typos and every sentence begins with I/we.
So, what can you do to get your undiscovered mutual fund on the map when you have zero extra time for sales and marketing activities? Perhaps it’s time to consider working with a third party marketing firm. In this first part of a two-part series, we’ll explain how a third party marketing firm can help with your marketing efforts.
When you need help with marketing, a third party marketing firm steps in to be your wingman and provide all types of support. If you already have a small, in-house marketing team that needs a few extra hands, a third party marketer can become an extension of that team. If you don’t have an in-house group, a third party marketer can be your marketing team.
At Havener Capital Partners, we take our jobs as third party marketers for mutual funds very seriously—we want to make you look good and attract clients that will bring your mutual fund from undiscovered to undeniably awesome.