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


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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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...

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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...

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Got Mutual Fund Rockstars or Just Mutual Fund Wholesalers?

Here at third party marketing firm Havener Capital Partners, we use A LOT of sports team references. While I kind of relate to them having been a cheerleader, the relationships built on a cheer squad are very different when you’re clapping,...

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Why Do Mutual Fund Wholesalers Leave Terrible Voicemails?

Hey I just met you And this is crazy But here's my number So call me maybe.

~Carly Rae Jepsen

 “Call Me Maybe”

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