My latest blog posts

The right marketing leadership can define a firm's success.

Maximizing Impact with Limited Time: A 100-Day Hedge Fund Marketing Blueprint – Guidelines for a HF founder or fractional marketer limited to one hour a day of HF marketing activities.

In the competitive realm of financial services, where every move is scrutinized by the market and stakeholders alike, public relations (PR) emerges not just as a tool for crisis management or brand polishing, but as a cornerstone for strategic business development. Particularly, the emergence of zero-cost PR avenues — such as industry publications, newsletters, and podcasts — has revolutionized how financial, M&A, and asset management firms approach marketing and client engagement.

Navigating the New Era of Marketing: The Rise of Demand Generation and Dark Social in Financial Services. In an era marked by rapid technological advancements and evolving consumer behaviors, financial services firms face a marketing paradigm shift. Traditional lead generation methods are giving way to more sophisticated strategies like demand generation and dark social. This evolution is not just a trend but a necessary adaptation to the changing landscape of how businesses interact with their target audiences.

In the complex and competitive world of financial services, the approach to marketing is pivotal in determining a firm's success. Traditional lead generation strategies, focused on capturing as many leads as possible, are giving way to demand generation - a more holistic, strategic approach that nurtures long-term customer relationships and builds brand authority. As a seasoned Chief Marketing Officer, I advocate for demand generation as the superior strategy for financial services marketing, particularly for M&A firms, traditional asset managers, and alternative asset managers. This guide explores the transformative power of demand generation and the emerging significance of dark social in the financial services landscape.

In the high-stakes world of venture capital, launching a new fund is akin to setting sail in uncharted waters. As a world-class Chief Marketing Officer (CMO) for venture capital funds, I understand that marketing a startup VC fund requires a blend of strategic positioning, targeted networking, and brand building. This guide, tailored for seasoned VC principals, delves into the nuances of effectively marketing a new venture capital fund, ensuring it stands out in an increasingly crowded marketplace.

In the labyrinthine world of financial services marketing, compliance is not just a backdrop; it's a critical player on the stage. Marketers in this space must walk a tightrope, balancing creative strategies with a complex web of regulations. This article delves into the intricacies of what financial services marketers need to be wary of from a compliance perspective in the US and EU, offering a detailed exploration of the regulatory landscape.

In the complex and competitive world of financial services, the role of marketing is not just to inform, but to educate, engage, and elevate the firm in a crowded marketplace. A generalist marketer may possess a broad skill set, but it's the financial services specialist marketer who brings a nuanced understanding and tailored approach crucial for a financial firm’s success. This article delves into why specialist marketers are indispensable investments for financial services firms, focusing on key areas: Branding, Thought Leadership, Public Relations (PR), Event Marketing, Digital Marketing, and Demand Generation.

In the challenging landscape of mergers and acquisitions (M&A), where deal flows can be unpredictable, the role of an expert Chief Marketing Officer (CMO) becomes pivotal. Especially for boutique firms, which often face fierce competition from larger players, crafting a resilient and dynamic marketing strategy is crucial for survival and growth during lean periods. This article explores the multifaceted approach an expert CMO should adopt to effectively position an M&A boutique when deals are scarce.

In the digital age, where communication is instantaneous and abundant, the relevance of email marketing, especially for financial services firms, remains remarkably high. Email marketing offers a unique blend of reach, engagement, personalization, and cost-effectiveness that is unmatched by other digital channels. However, for financial services firms, where trust and credibility are paramount, executing email marketing effectively is both an art and a science. This 1400-word article explores the critical importance of email marketing for financial services firms and outlines strategies to optimize its performance.

In the fast-paced and increasingly competitive world of financial services, customer relationship management (CRM) systems have long been essential tools. However, with the advent of artificial intelligence (AI), these systems are undergoing a transformative upgrade. An AI-enabled CRM isn’t just a nice-to-have for financial firms; it's rapidly becoming a must-have. In this comprehensive exploration, we delve into why AI-enabled CRM systems are pivotal for financial services firms and how they contribute substantially to the bottom line.