Creating a compelling storyline to communicate a hedge fund's investment process, obtaining industry exposure for its fund manager through conference speaking opportunities and generating third-party endorsement with targeted press coverage that worked as a door opener for meeting and converting prospects into investors helped a first-time hedge fund manager grow from pre-launch to over $220 million in assets under management.
Crafting a marketing storyline, creating eductional marketing materials and running a targeted media relations marketing program helped attract $500 million in assets under management in 16 months for the most complex hedge fund strategy ever marketed: mortgage derivative investing with a market neutral overlay.
A media relations marketing branding program for a little known mutual fund family helped it become one of the most recognized names in the marketplace and attract billions in new assets under management. No advertising or direct mail marketing was used.
A media relations marketing program to launch the first solo 401(k) plan product in the country resulted in the mutual fund family opening thousands of new accounts. The greatest number of hits ever on the firm's website resulted from prospective investors and investment advisors downloading press coverage reprints explaining about the new product. Demand was so high among investment advisors that the mutual fund family had to make 115,000 reprints to meet the demand for hard copy versions of the press coverage that both explained and gave third-party endorsement to the new product.
A restructured sales presentation with new, buyer-focused key selling messages helped a client land a $50 million account that it had been on the brink of losing.
One press placement helped a client attract $15 million worth of new business.
A client attracted new business as a result of a media relations marketing program that got prospects to read about, and buy into, the client's services — despite the fact that the prospects had not read the sales materials sent to them.
New sales letters that better positioned a client and its services motivated prospects to request meetings even before the salespeople made their follow-up calls.
A media relations marketing campaign publicizing his plight aided a client in obtaining financial compensation from the German government for property expropriated by the East German communists after World War II.
A small mom-and-pop published trade magazine increased subscription and advertising revenues, and established a branding as the leading business magazine in its industry as a result of our idea to refocus and restructure their publication and our program to market it.
An audit of a client's sales marketing program identified five additional prospect types to pursue above the single type it had identified on its own. A new positioning strategy and sales presentation were created to enable the client to market to these six types of prospective investors.