Our Library
Articles:
Financial Marketing Perspectives - Newsletter
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)
Quality Trumps Quantity Have you taken an attorney or CPA to lunch lately? Solid relationships with a few intermediaries can be great for business.
You've done a good job for me, but I'm selling my company and I need an advisor who can handle large assets.' Legg Mason's Jeffrey Group took the client's words to heart five years ago and hasn't lost another client since.
(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:
“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.
Click here to select LederMark among service providers to the mutual funds industry
Click here to view LederMark's background summary for mutual fund industry services