LederMark is adept at breaking down complex investment concepts into layman’s language, as they do for our innovative investment strategies.
Richard E. Cripps, CFAChief Investment Officer
EquityCompass Strategies
Stifel Financial
LederMark provides expertise in so many areas (industry experience and insight, strategic thinking, visionary ideas for growth and opportunity). They are a true partner and provide outstanding value to the organization.
Susan Matteson KingFormer Managing Director
Head of US Distribution Marketing
Legg Mason Inc.
LederMark’s marketing expertise, critical thinking and product knowledge were a winning combination in executing our new product launch.
Doug SarciaVice President
International Business Development
AEGON Consumer Direct
LederMark is adept at breaking down complex investment concepts into layman’s language, as they do for our innovative investment strategies.
Richard E. Cripps, CFAChief Investment Officer
EquityCompass Strategies
Stifel Financial
LederMark is more than a marketing consultant or communications agency. The firm is an industry marketing partner.
Bill RobbinsPresident
Clearview Correspondent Services, LLC
(Division of BBT Corporation)
We have been consistently impressed with LederMark's expertise and industry insights. They have been a valuable partner in developing content and approaches in our marketing to financial advisors.
Kathleen PritchardDirector, Head of Value-Added Marketing
Legg Mason
Bill Robbins, President and CEO of Richmond-based Clearview Correspondent Services LLC, a separate non-bank affiliate of BB&T Corporation.
We have developed deep subject matter knowledge through our work in private client services. Here are a few examples of successful projects we have completed in key areas of our expertise:
#1 – product introductions
We develop the strategy, the story and the marketing collateral to introduce new products to the marketplace. explore >
#2 – qualitative research
Focus groups, investigation and research are the fundamental steps in developing your marketing plans. explore >
#3 – outsourcing your marketing department
In a challenging business climate, sometimes it is most cost-effective to engage LederMark to serve as your marketing department. We not only develop the strategy, we can execute it as well. explore >
#4 – financial planning and practice-building content
LederMark can help you expand financial planning, training and practice-building content, targeted to financial advisors or their clients. Portfolio managers engage us to make their investment philosophy more accessible to their clients. The key is understanding your audience, then digging deep to develop content that accomplishes your business goals. explore >
#5 – project management
When it comes to leading complex projects and assignments, talk to LederMark. When our clients outsource to LederMark, they look to us as an extension of their marketing or headquarters staff. explore >