April 13, 2009

First Lipper Award -- Then Growth

We are seeing a lot of interest from smaller and midsized fund firms that have recieved 2009 Lipper Leader awards to use the award as a launching pad to get the fund the attention and recognition it deserves. Surprisingly, many of the winners are quite small despite the excellent long-term performance.

These firms are considering strategies that are considered proactive distribution. For example, some are looking at public relations to generate third-party endorsed news stories in national news publications. Others are tempted to develop structured email and Webinar programs to tell their good news to financial advisors.

Congratulations to the winners. If we can help you tell your good news, let me know.

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