#4 Financial planning and practice-building content – mutual fund sponsor
- product introductions
- qualitative research
- outsourcing your marketing department
- financial planning and practice-building content
- project management
LederMark helped a leading mutual fund sponsor develop practice-building content for its value-added marketing campaigns for financial advisors. LederMark undertook the research and development of educational modules on each selected practice-building topic. The content areas were selected to advance advisors’ knowledge of high-net-worth topics. LederMark developed the initial draft and collaborated with the client on a branded workbook and workshop materials for advisor presentations.