212-529-3373

Services

Strategy Development

  • Company and product positioning.
  • Pre-launch and post-launch financial products and services.
  • Development of comprehensive, resource-sensitive marketing and branding plans.
  • Creating content marketing strategies.

 

 

Writing & Design

  • Drafting, editing, formatting and producing sales marketing materials, IR communications and thought leadership content; including brochures, sales and seminar presentations, speeches, sales letters, letters to investors, research reports, bylined articles and white papers.
  • Design capabilities for desktop publishing and commercial printing of marketing materials.

 

Public Relations

  • Industry conference participation of key staff as speakers or panelists to promote their expertise and insights, and further achieve third-party endorsement for a company, its products and people.
  • Media relations marketing program development, implementation and maintenance to enhance sales marketing efforts and to achieve third-party endorsement for a company, its products and people.
  • Application of our proprietary Conceptual Public Relations® approach for marketing financial and professional services firms.
  • Investor relations.

 

Business Management Consulting

  • Counsel on evaluating and selecting Ops and Admin service providers.
  • Counsel on analyzing performance attribution data and how to best communicate such information to investors.
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