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- Company and product positioning.
- Pre-launch and post-launch financial products and services.
- Development of comprehensive, resource-sensitive marketing and branding plans.
Writing & Design
- Drafting, editing, formatting and producing sales marketing materials; including brochures, sales and seminar presentations, speeches, sales letters and letters to investors.
- Design capabilities for desktop publishing and commercial printing of marketing materials.
- 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.
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.