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LederMark is adept at breaking down complex investment concepts into layman’s language, as they do for our innovative investment strategies.

Richard E. Cripps, CFA
Chief 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 King
Former 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 Sarcia
Vice 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, CFA
Chief Investment Officer
EquityCompass Strategies
Stifel Financial

LederMark is more than a marketing consultant or communications agency. The firm is an industry marketing partner.

Bill Robbins
President
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 Pritchard
Director, Head of Value-Added Marketing
Legg Mason

#2 Qualitative research – brokerage firm

What do millionaire investors really want from their financial advisors? To answer the question, LederMark conducted focus group with target investors over four sessions in two cities. Incisive questioning and careful analysis of the investor attitudes led to profound understanding by the senior management, who employed the results in developing an enterprise-wide client service campaign.