INSIGHTS & IDEAS
Insurance Industry Trends: Positive for Middle-Market Consumers
Working with insurance companies is a key component of our business model, so we like to keep our eye on industry trends. And the current trends we’ve all been reading and hearing about seem quite positive for consumers. This is particularly true for consumers in the middle-income tiers, a somewhat untapped and underserved market.
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What about “content marketing”?
You’ve probably been hearing the buzz words “content marketing” a lot lately. And there are good reasons why. Every day, more and more financial services firms are using content marketing to engage potential clients and build brand trust. What it’s all about The...
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JOBS Act Reality Check #2: Saying more while talking less
The "silent era" ended eighty-plus years ago, when technological advancement in film-making ushered in the age of "talkies." And things were never the same again. The actors, writers and directors who were able to adapt went on to seek stardom and those who could not...
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JOBS Act Reality Check #1: Actionable opportunity or not?
By now, everyone knows that the JOBS Act and its newly minted regulations have been heralded as game-changers—offering alternative asset managers newfound flexibility in expanding their outreach efforts. In theory, you’ll be able to advertise your offerings in the...
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Your pitch book: “Necessary evil” or profit center?
In talking to investment managers, we get the feeling that many consider their pitch book to be a necessary evil—something that they need to have, but don’t really value. They regard it as “just another cost of doing business.” But, we also know many investment...
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