Investor Not a Good Fit for Your Undiscovered Mutual Fund? Don’t Give Up Just Yet

We’re going to let you in on a little secret, if you haven’t realized it already: Every investor or RIA you contact may not be a good fit for your mutual fund. 

That doesn’t have to be the end of the road for your relationship with them, though....

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RIAS: We Want to Hear from You!

Are you a Registered Investment Advisor (RIA)? If so, you are our tribe here at Havener Capital Partners. We respect the work you do for individual and institutional investors, and many of you wear multiple hats - including keeping your ear to...

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4 Reasons Why Your Mutual Fund Needs A Content Marketing Plan To Succeed + Download Free September Screensaver

When you’re starting a new business or even a new project, it’s easy to get stuck in your own head and second guess everything. For example, you may want to grow your business and generate new leads by developing awesome marketing materials (fact...

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Looking for Investor Leads for Your Mutual Fund? Define Buyer Personas.

If you’re already engaging in inbound marketing, or even just in the planning stages—congrats! You’re already ahead of most undiscovered mutual funds. If you aren’t sure, what inbound marketing means… we’ve got you covered. Keep reading.

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Get Inspired...Share Your Mutual Fund Story!

When we came across the quote Unexplored paths lead to undiscovered treasures,” we couldn’t help but think of all the amazing mutual funds out there that are still flying under the radar. The top 25 fund complexes are controlling 76% of total...

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Why Is Blogging Important? The Benefits of Blogging on a Regular Basis

When you’re trying to get your mutual fund off the ground or need some new leads, the different types of marketing options available to you may be a bit overwhelming. Where are you supposed to begin?

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5 Things to Do in Newport, RI During the Opal Family Office Forum

If you’re planning to attend the Opal Group’s Family Office & Private Wealth Management Forum from July 24-26, 2017 in Newport, Rhode Island, you’re probably starting to get excited. Pretty soon, you’ll be meeting investment managers, private...

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Jazz Up Your Mutual Fund Marketing: Summertime Playlist

The days are getting longer and the kids are on vacation, but if you’re trying to get your undiscovered mutual fund off the ground, you know there’s still plenty of work to be done over the summer. Whether you’re working on your mutual fund...

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4 Ways Your Mutual Fund Can Shine + Download Free July Screensaver

Going to watch some fireworks for the upcoming holiday? Us too! There are few things better than summer, time with friends and family, and an amazing display of sparkly, glittery fun shining bright against a dark sky. What if each of us in the...

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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.)

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5 Benefits of Hiring a Third Party Marketing Firm for Your Mutual Fund Sales

In Part 1 of this blog series, we got real with you and shared six major benefits of hiring a third party marketing firm for supporting (or spearheading) your marketing efforts. Now that you’ve got the low down on the marketing side of things,...

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6 Benefits of Hiring a Third Party Marketing Team for Your Mutual Fund

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...

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