Growth Strategies and Programs for Investment Management Firms

Asset management firms are finding it increasingly difficult to capture the attention of the time-starved investor and advisor. New fiduciary standards are adding pressure to distribution strategies and traditional outbound sales and wholesaler engagement, while critical, is no longer adequate to generate demand and build long term relationships.

As wirehouse channels become increasingly constrained, focus on independent advisors and direct channels becomes more important. Wholesalers must become more consultative in their approach as advisors can more easily ‘self-sell’ on the web.

To deliver effective acquisition programs, marketing. sales and technology teams need to align around a single closed loop marketing architecture  using the right data and systems and building compelling and tailored content. Account-based marketing strategies help engage institutions and integrated campaigns help engage and convert advisors to deepen and expand relationships.

Service Overview

We deliver flexible investment management sales and marketing services and value-added programs. Because we also service financial advisors directly, we understand the needs of the advisor. We can use this understanding to help craft, integrate and launch advisor acquisition programs for more effective sales, distribution and advisor engagement. We architect and deploy innovative marketing programs and help architect marketing and sales technology solutions. We build data management strategies in support of marketing goals and we execute digital marketing campaigns and programs. We help our clients engage  “revenue systems” and processes to execute integrated programs with data management, predictive analytics, CRM, business intelligence, website and omnichannel integration and marketing automation.

  • Digital marketing and strategy
  • Closed loop marketing programs
  • Campaign design and integration
  • Marketing and sales technology
  • Sales operating model
  • Content marketing and social media

Let’s begin the conversation.

Michelle Draper

“John Stone is one our top-rated speakers at Schwab Impact. His presentations on social media and digital marketing are helping advisors accelerate their engagement in this increasingly important strategy.”

Michelle DraperSenior Vice President, Institutional Services MarketingSchwab Advisor Services
Vice President

“The workshop series helped us envision our digital marketing strategies across consumer and intermediary businesses giving us a view into the disruptions of emerging digital and social media.”

Vice PresidentVP, Client Experience & Digital Marketing
EVP of Marketing

Revenue Architects introduced an innovative idea to expand our advisor engagement and help our wholesaler teams open the door with like-minded financial advisors. The inbound marketing program aligns with our brand identity and provides advisors compelling content and tools to engage clients – opening the door for our sales teams to build relationships.

EVP of MarketingGlobal multi-affiliate asset management firm