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Caruana- as a more constructive comment, I would say your question is more one of marketing retire than investment strategy. In that sense, one advice I would g
by floki999 10y ago
Caruana- as a more constructive comment, I would say your question is more one of marketing retire than investment strategy. In that sense, one advice I would give is to focus on customer education. The majority of funds, whether they are institutional funds or retail funds, do a poor job of educating clients. Especially with technology involved - a client who understands, is comfortable and truly engaged about your technology will probably stick around longer in the not-so-good times. From a sales point of view, education is a differentiating factor. My 2 cents, Canadian.
- caruana 10y agoGreat comment, thank you. I love the idea of education as a differentiating factor, so my question would be, "from a customer's perspective, does the educational material have to be original content or would it be better to reference 'non biased / not affiliated' material?
- floki999 10y agoIt could be a combination of both, but I would suggest developing some original content along with reference to independent references perhaps. In my view, taking the time to develop original content sends the message that the company/fund cares, and is not recycling external material. Plus, you control the quality of the material. Retail investors, especially, are bombarded with infomercial fluff that has no value. Good quality material can only make you more credible.