10 Tips for Getting More Out of Your Investment Firm’s Websites
A key strategy for retaining current clients and adding new assets in this competitive market is more frequent and focused client communication, combined with superior product distribution. There are so many ‘look alike’ financial services products that the spoils often go to the firm with the best ‘distribution’, not the best product. One of the most powerful, cost effective tools for keeping communication relevant and differentiating a firm and it’s products — the website — is often underutilized.
Here are ten tips to help you build an effective online strategy. Incorporate two or three items into your plan each quarter and you’ll end the year with an online strategy that puts your firm and fund websites to work for you.
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