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| Marketing to RIAs: What Every Asset Manager Should Know |
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| David Swanson, Mike Barad, Leslie Banks
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| Sponsored by
Morningstar, Inc.
| Aired on
10-20-09
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Is YOUR marketing irrelevant?
Registered Investment Advisors (RIAs) are more experienced, with more assets under management. As their influence grows, more asset managers want to target RIAs with marketing and product messages. Did you know that 42% of RIAs believe marketing from asset managers is not relevant to their needs? [Morningstar / SwanDog Marketing to Today's RIAs Study, 2009]
In this market, you can't afford to be on the sidelines and ignored by the influential, growing base of RIAs.
In this web seminar, Barad and Swanson will review the Marketing to Today's RIA study results:
- RIA behavior: service expectations, communications, and information consumption
- What RIAs think about existing asset manager marketing efforts
- The difference between initiatives that RIAs value from those they do not
Then Barad and Swanson will examine what these study results mean for the marketing departments at asset managers, and how to move from irrelevant to invaluable:
- Identify unmet needs and opportunities
- Market to, and communicate with, RIAs more effectively
- Bridge the institutional message with retail distribution
- Engage RIAs with creative new opportunities
- Create relevant content and client-approved materials
As preparation for the web seminar, please download the study as a PDF:
Marketing to Today's RIA: What Every Asset Manager Should Know.
You'll walk away from the web seminar armed with tactical ideas and steps to solidify your presence among RIAs and build loyalty among your distribution base.
The market has changed. Shouldn't your marketing?
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David Swanson | Bio
Founder and Principal,
SwanDog Stategic Marketing, LLC
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Mike Barad | Bio
Vice President, Financial Communications Business
Morningstar, Inc.
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Leslie Banks | Bio
Director of Marketing, Financial Communications Business
Morningstar, Inc.
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