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Financial Marketing Perspectives - Newsletter

Spring 2007
Fall 2006
Fall 2004
April 2004
September 2003
February 2002
May 2001

On Wall Street Magazine, Monthly Column
Read monthly articles by Gerri Leder about Financial Services Marketing in On Wall Street Magazine, helping brokers build more successful businesses. (view list of articles)

Become a Local Expert
Being quoted in the press can be great for business, but first you must build relationships with reporters. (view article)

Marketing Your Competence Serving wealthier clients requires a higher level of skill --as well as a program to market those skills. (view article)

Marketing Plans (view article)

Workspan Magazine, October 2002
Stock Plan Education Protects Against Surprises (view article)

Financial Communications for the Newly Public Company (view article)
Published in the MCPA Statement, a newsletter of the Maryland Association of CPAs (1998)
By Geraldine D. Leder

Part I public company disclosures, selecting the company spokesperson and the quiet period during the equity offering. (March/April 1998)
Part 2 establishing financial communications ground rules, communicating central business themes and managing the media. (May/June 1998)

Unlocking Value from Stock Options (view article)
Published in the Daily Record (April 15, 1999)
By Geraldine D. Leder and William B. Boyd

“Communications Issues Gain Prominence When Issuing Options to a More Diverse Base of Employee Optionees.”
Foundations for Enterprise Development Online Magazine. February 2001.

“Thinking About Going Public?”
The Daily Record. July 26,1999.

“LederMark Communications Glossary of Stock Option Terms (CD-ROM).”
LearnWare Corporation. 1999.

Presentations, Speeches and Lectures:
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.” Association for Investment Management Sales Executives. Boca Raton, April 2002.

“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.

“After the Financial Services Merger: The Power of Integration,” Financial Marketing Perspectives, May 2001

“Tomorrow’s Stock Plan Education: Employee Training on Demand.” National Association of Stock Plan Professionals. Washington, D.C., November 1999.

“Fundamentals of Marketing.” Sellinger School of Business (undergraduate full semester course). Spring 2000.

“Organizational Leadership.” Towson University (undergraduate full semester course). Fall 1999.

“Building a Cross-Selling Culture in Bank Brokerage Mergers.” Institute for International Research. Tampa, Florida, March 1999.

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