What's New at Ledermark

• Provide Investment Management Firm Introductions to Brokerage Firm Investment Consulting Programs
• Developed Client Retention strategy for equity-oriented investment firm
• Conduct Ad Agency Search and Evaluation
• Launch Investment product pilot and rollout with TV, direct mail, web and CD-ROM execution
• Reposition a wealth management firm in the South to attract larger clients for its distinctive management style
• Coordinate marketing project for 529 College Savings Plan
  
• Conduct focus groups on investor preferences.
• Place financial planners in key article placements among “Best Planners”
  
  

Recent Professional Presentations:

"Marketing Panel, Financial Communications Forum 2006"
Harvard Club, Boston, Massachusetts,
April 24-25, 2006

"Positioning your Firm and Products in the Market Place:
Strategies for Increasing Market Share and your Bottom Line."
Strategy Institute,
Toronto, Canada
April 11-12, 2006

"Deepening the High Net Worth Client Relationship"
Third Annual Financial Services Marketing Symposium. Chicago
October 27-28, 2005

"PR vs. Marketing."
Baltimore Public Relations Council.
Baltimore, March 2003.

"Growth Opportunities in the High Net Worth Market"
Boca Raton, Florida
April 27-30, 2002
Association of Investment Management Sales Executives (AIMSE)

"PR Strategies for Closed-End Funds."
Closed-End Fund Association.
New York, March 2002.

"Defining Your Niche: Articulating Your Investment Strategy."
Alternate Investments Conference,
Institute for International Research. June 2001.