Ten Tips for Asset Managers to Grow Your Business Through Inbound Marketing

Ten Tips
to Grow Your Business
Through
Inbound
Marketing
FOR ASSET MANAGERS
WWW.INCAPITALMARKETING.COM

__________________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

E
BOOK
SERIES


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

2

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth

Table
of
Contents

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1.  What
is
Inbound
Marke=ng?

3

2.  How
to
Op=mize
Your
Website

5

3.  Build
Your
Blog

7

4.

Create
a
Call
to
Ac=on
(CTA)

9

5.

Land
Your
Landing
Page

11

6.

Don’t
Forget
to
Say
Thank
You

13

7.

Build
an
Inventory
of
eBooks

15

8.

Manage
Your
eMail
Marke=ng
Campaign

17

9.  Promote
Your
Pay
Per
Click
Adver=sing

19

10.  Powerful
Pitch
Books
and
Fabulous
Fact
Sheets

23

11.  Measure,
Test,
and
Comply

25

12.  About
InCapital
Marke=ng

29


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

3

E
BOOK
SERIES

The
Wealth
Manager’s
Investors
Guide
to
Building
Powerful
Pitch
Books

What
is
Inbound
Marke=ng?

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Inbound
marke=ng
is
about
being
part
of
the
conversa=on.
It’s
about
genera=ng
leads
that
turn
into

delighted
clients.
Being
part
of
that
conversa=on
means
sharing
helpful,
relevant
content.
By
crea=ng

content
speciﬁcally
designed
to
appeal
to
your
ideal
customers,
your
best
prospects
will
come
to
you.

TradiBonal
markeBng
is
marketer
centric
–
usually
consis=ng
of
cold
calls,
cold
emails
to
those
who
have

not
given
their
permission
for
you
to
contact
them,
and
ads
that
generally
interrupt.

Inbound
markeBng,
on
the
other
hand,
is
customer-‐centric
–
meant
to
a]ract
and
inform
via

remarkable
content
–
blogs,
whitepapers,
videos.
Inbound
marke=ng
is
based
on
knowing
your

customers
(their
“personas”)
and
crea=ng
and
leveraging
content
just
for
them.
Your
content
should
act

like
a
magnet,
to
capture
your
prospect's
a]en=on
-‐

so
they
come
bounding
in
to
your
for
more
helpful

informa=on.

In
the
pages
that
follow,
we’ll
discuss
the
steps
needed
to
bring
prospects
in
to
you,
to
build
leads,

conversions,
delighted
clients,
and
assets
under
management.

85%
of
business
decision
makers
prefer
to
get
company

informaBon
in
a
series
of
arBcles
versus
an
adverBsement.
(HubSpot)

E
BOOK
SERIES

Ten
Tips
for
RIA
Asset
Growth

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth

OPTIMIZE
YOUR
WEBSITE
. . . . . . . . . . . . . . . . . .
4

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth

Is
your
site
op=mized
for
searches
by
people
more

than
search
engines?

1

____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

5

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth

Your
Website
is
Your
Hub

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Your
website
should
be
the
hub
of
all
inbound
marke=ng
and
lead
genera=on
ac=vity.
Websites

should
evolve
–
they
should
not
be
sta=c.
If
you
are
a
start-‐up
and
currently
don’t
have
a
website,
or

are
evalua=ng
your
current
site,
please
keep
these
in
mind:

Relevant,
Helpful
Content.

Content
publishing
is
the
most
powerful
strategy

available
to
increase
inbound
links,
boost
search
engine
rankings,
and
generate
leads.

Clean
Design
.
An
easy
to
understand
format,
relevant
and
consistent
look,
color

scheme,
font
hierarchy,
images,
short
sentences
and
paragraphs,
bullets,
and

boldface
all
mater.

Streamlined
Next
Steps.
What
would
you
like
your
site
visitors
do
to
next?
Ask
for
a

product
demo?
Call
for
more
informa=on?
Download
an
eBook?
Subscribe
to

your
blog?
Produce
calls
to
ac=on
so
that
poten=al
investors
will
be
able
to
engage

and
ask
for
addi=onal
informa=on.


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

BUILD YOUR
BLOG
. . . . . . . . . . . . . . . . .
6

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth

43%
of
businesses
acquired
a
customer
through
their

blog
in
2013.
(HubSpot)

2

____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

7

E
BOOK
SERIES

The
Wealth
Manager’s
Investors
Guide
to
Building
Powerful
Pitch
Books

A
Blog
–
Your
Lead
Builder

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A
blog
is
a
collec=on
of
ar=cles
that
provide
helpful,
valuable,
educa=onal
content
for
your
poten=al

investors.
It
is
a
fundamental
way
to
easily
and
eﬀec=vely
draw
prospects
to
your
site.
But
blogging
can

be
challenging.
If
you
are
currently
blog-‐free,
what
do
you
write
about?
How
ohen?
Successful
blog

elements
–
which
we
can
help
you
create
and
manage
-‐

include:

Relevant
Content.
What
do
your
poten=al
clients
want
to
know
more
about?
Each

blog
post
and
bylined
ar=cle
is
an
opportunity.
The
more
indexed
pages
you
have
on

search
sites,
the
more
opportuni=es
you
have
to
get
found
online.

Keywords.
Ranking
for
the
right
keywords
can
make
or
break
how
many
leads
you
get.

Responsiveness.
Your
blogs
should
be
op=mized
for
viewing
on
smartphones
and
laptops.

Sociability.
Each
post
should
display
in
your
LinkedIn
and
other
sites
at
the
same
=me.

Meta
DescripBons.
A
meta
descrip=on
is
the
snippet
of
informa=on
when
you
pull

up
a
search
that
describes
the
page
content
below.
Be]er
metas
can
increase
clicks.

ConnecBvity.
Your
post
should
be
connected
to
a
speciﬁc
marke=ng
campaign.

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

CREATE
A CALL
TO ACTION (CTA)
. . . . . . . . . . . . . . . . . . .
8

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth

The
CTA
is
a
link,
bu]on
or
image
that
prompts

your
visitors
to
take
ac=on.

3

____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

9

A
Call
to
Ac=on

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Calls
to
Ac=on
are
the
forms
and
links
on
your
site,
blogs,
emails,
eBooks,
and
landing
pages
where

you
ask
leads
to
go
for
more
informa=on.
Here’s
what
they
look
like;
we’ll
customize
your
CTAs:

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

LAND YOUR
LANDING PAGE
. . . . . . . . . . . . . . . . . . .
10

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth

The
landing
page
is
where
your
leads
click

when
they
ask
for
your
free,
educa=onal,
and

informa=ve
oﬀer.

4

____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

11

E
BOOK
SERIES

The
Wealth
Manager’s
Investors
Guide
to
Building
Powerful
Pitch
Books

The
Landing
Page

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Landing
pages
are,
quite
simply,
the
pages
where
your
prospec=ve
new
clients
“land”
when
they

respond
to
your
free
eBook,
white
paper,
demo,
or
request
for
phone
consulta=on.
Each
oﬀer
should

have
its
own
landing
page.

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

DON’T FORGET
TO SAY
THANK YOU
. . . . . . . . . . . . . . . . . . .
12

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth

It’s
what
your
leads
see
aher
they
ﬁll
out
the
form

on
your
landing
page.

5

____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

13

Thank
You
Pages

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The
thank
you
page
is
what
your
leads
–
your
poten=al
new
customers
-‐
see
aher
they
ﬁll
out
the

form
on
your
landing
page.
Here
you
can
restate
the
value
of
the
oﬀer,
and
help
guide
your
lead

through
the
sales
process.
You
can
also
provide
more
value
by
adding
a
link
to
a
blog,
or
to
your
site,

or
for
a
consulta=on
call.

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

BUILD AN
INVENTORY OF
EBOOKS
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14

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth

The
eBook
is
your
free
digital
oﬀer.

6

____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

15

EBooks

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EBooks
are
the
informa=ve,
educa=onal
free
oﬀer
that
your
prospects
see
on
your
landing
page.
Along

with
blogging,
eBooks
–
or
their
cousins,
the
whitepaper,
case
study,
podcast,
and
research
report
-‐
can

help
make
you
an
industry
leader
through
educa=on.
Through
educa=on,
you
can
build
authority
and

trust
with
prospec=ve
clients.
We
typically
create
one
or
two
new
eBooks
per
month
for
clients;
your

mileage
my
vary.

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

MANAGE YOUR
EMAIL
MARKETING
CAMPAIGN
. . . . . . . . . . . . . . . . . . . .
Email
is
alive
and
well.

16

E
BOOK
SERIES

Ten
Tips
For
Asset
Growth

7

____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

17

Email
Marke=ng
Campaigns

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Email
marke=ng
seeks
to
nurture
your
list
of
exis=ng
leads
further
through
the
sales
funnel,
and

ul=mately,
into
delighted
clients.

What’s
more,
email
has
a
longer
lifespan
than
social
marke=ng.

We’ll
seek
to
help
you:

Create
EducaBonal
Content
that
matches
the
unique
interests
of

the
investors

in
your
target
markets.

Determine
a
Schedule
to
maximize
click-‐though
rates
and
open
rates.
Once
or

twice
a
week
is
ohen
best,
daily
is
too
much,
and
monthly
not
quite
ohen
enough.

Build
and
Segment
Your
List
.Your
prospects
may
have
diﬀerent
goals,
or
come

to
you
from
diﬀerent
channels.
You
can
create
lists
based
on
your
client’s
personas

and
ac=ons.

We’ll
also
monitor
all
email
campaigns
to
ensure
they
are
compliant
with
CAN-‐SPAM
and
privacy
policy

regula=ons.

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

PAY PER CLICK
ADVERTISING
. . . . . . . . . . . . . . . . . .
Targeted
ads
on
LinkedIn
and
Google
can
help

build
visibility,
clicks,
leads,
and
clients.

18

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth

8

____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

19

Pay
Per
Click
Adver=sing:
LinkedIn

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LinkedIn
provides
two
different
ways
to
reach
poten=al
clients
–
through
Targeted
Ads
and
Sponsored

Ads.

With
both,
you
pick
your
target
audience
by
profession,
LinkedIn
Group
(such
as
Family
Offices,

Hedge
Fund
Managers,
RIA
Wealth
Managers)
job
=tle,
loca=on,
or
other
cri=cal
demographic
factor.

You
can
start
and
stop
your
ads
at
any
=me,
set
your
budget,
with
no
commitment
or
long-‐term

contract.
Campaigns
start
with
as
li]le
as
$10
per
day.
And
you’ll
receive
email
no=fica=on
of
a
new

lead
the
moment
a
visitor
clicks
on
your
ad.

Targeted
Ads.
like
the
examples
below,
targeted
ads
are
text
and
image
placements
that
can
help
you

precisely
target
your
professional
audience.

Sponsored
Updates.
Sponsored
Updates
allow
you
to
promote
any
post
from
your
LinkedIn
Company

Page
to
a
specific
audience
to
help
increase
the
visibility
and
reach
of
that
post.

Our
job
is
to
help
you
determine
whether
pay
per
click
adver=sing
is
right
for
you,
and
if
so,
to
help
you

create
the
headlines,
text,
images;
manage
A/B
tes=ng,
and
supervise
the
bidding
process;
and
provide

the
analysis
for
click
though
rates,
cost
per
click,
and
cost
per
lead.

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

20

Pay
Per
Click
Adver=sing:

Google
AdWords

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Adver=sing
on
Google,
while
more
expensive
than
in
the
past,
may
be
an
important
pay
per
click

adver=sing
tool
for
many
ﬁnancial
services
ﬁrms.
We’ll
help
you
decide
if
Google
is
the
place
for
you

to
be.

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

PERSUASIVE
PITCH BOOKS,
FACT SHEETS, AND
MULTI-MEDIA
. . . . . . . . . . . . . . . . . . .
21

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth

The
pitch
book
and
fact
sheet
are
your
calling

cards
for
success.

9

____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

22

The
Pitch
Book

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A
persuasive
pitch
book
can
be
the
key
to
promo=ng
your
fund’s
investment
story,
style,
and
pedigree.

The
basic
elements
of
a
powerful
sales
deck
include
these
simple
sec=ons:
the
execu=ve
summary,
why

you,
why
now,
performance
history,
management
biography,
service
providers,
legal
disclaimers,
and

contact
informa=on.
And
of
course,
you
should
strive
to:

Be
Transparent.
Poten=al
investors
ohen
see
hundreds
of
pitch
books,
many

with
investment
processes
as
clear
as
a
a
black
box.

Be
Comprehensive.

A
comprehensive
pitch
should
deﬁne
the

principals
of
the
ﬁrm,
the
minimum
investment,
historical
returns,

redemp=on
process,
service
providers,
and
disclosures.

Be
Direct.
Can
you
tell
a
compelling
investment
story
with

approximately
20
slides
in
20
minutes?
Short
is
ohen
best.

The 3 Dimensional Fund: A Managed Futures Fund of Funds1
CONFIDENTIAL: THIS IS NOT AN OFFER OR A SOLICITATION OF AN OFFER TO PURCHASE SECURITIES. AN OFFER MAY ONLY BE
MADE BY MEANS OF A CONFIDENTIAL PRIVATE PLACEMENT MEMORANDUM, WHICH DESCRIBES IN GREATER DETAIL THE
POTENTIAL RISKS OF MAKING AN INVESTMENT. THIS PRESENTATION MAY NOT BE REPRODUCED.
3 Dimensional Fund, LP
AN ALTERNATIVE INVESTMENT OPPORTUNITY
Buzz Bartholomew, Founder, Managing Member
E
BOOK
SERIES

Ten
Tips
for
Asset
Growth


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

23

The
Fact
Sheet

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A
fact
sheet
–
ohen
referred
to
as
a
ﬂyer
or
throw-‐down
by
brokers,
and
as
a
tear
sheet
in
the
hedge

fund
world
–
is
your
opportunity
to
present
your
case.
An
eﬀec=ve
fact
sheet
does
more
than
tell
the

facts
–
it
sells
your
story.

.

855-249-ORSO (6776) www.orsocapital.com
1.81
Portfolio Statistics (as of 12/31/13)
Administrator
Auditor
Custodian
Legal Counsel
Prime Broker
Service Providers
-
-
doing so you also acknowledge, represent, warrant and agree that you are an authorized recipient of this document who is permit-
use to any other person.
-
ployees, makes any representation or warranty as to the accuracy or completeness of the information contained herein or assumes
constitute an offer to sell securities in any issuer or the solicitation of an offer to purchase any such securities by any person, and may
-
person as a result of relying on any statement in or omission from the information contained or alleged to be contained in this presen-
-
and expenses will reduce any gross rates of return.
-
Orso Quadrant Plus Partners
A technically driven equity hedge fund.
Fact Sheet: December 31, 2013
Page 2 of 2
2.5%
5.0%
8.0%
20%
50/50
Risk Management
The Four Investment Quadrants
Very Healthy
Healthy
Neutral
Technically Positive
Unhealthy
Very Unhealthy
LONG
SHORT
-
-
-
The Fund seeks to keep losses small - to protect assets - with ac-
E
BOOK
SERIES

Ten
Tips
for
Asset
Growth


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

24

Mul=
Media

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Mul=-‐media
plaqorms
may
also
part
of
your
content
marke=ng
mix.
Are
the
following
appropriate
for

your
marke=ng
and
lead
genera=on
eﬀorts?
We’ll
help
you
decide
and
provide:

MoBon
Graphics.
Mo=on
graphics
are
PowerPoint
presenta=ons
on
steroids.
Anima=on,
voice-‐over,

music
all
add
power
to
the
presenta=on.

Videos.
Whether
posted
on
your
website,

on
your
YouTube
channel,
or
both,
a
suite
of
videos
on
your

ﬁrm,
investment
strategy,
management
style
can
also
help
generate
interest
and
provide
another

avenue
for
your
prospects
to
learn
about
what
is
important
to
them.

Podcasts.
Do
you
have
or
are
you
considering
a
radio
program?
The
podcast
is
pre-‐recorded
audio
on

the
web,
and
another
way
to
reach
your
audience,
whether
you
are
on
the
radio
or
not.

Webcasts.
Webcasts
are
live
(and
can
recorded
for
future
playback).

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

MEASURE,
TEST, AND
COMPLIANCE
. . . . . . . . . . . . . . . . . .
Always
test
your
lead
genera=on
eﬀorts.
And

compliance,
always.

25

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth

10

____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

26

Measure
and
Test

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How
are
we
doing?
Here
are
key
metrics
and
reports
you
should
track,
and
we’ll
provide:

Blog
Post
Views.
What
do
your
poten=al
clients
want
to
know
more
about?
Each
blog
post
is
an

opportunity.
The
more
indexed
page
you
have
on
search
sites,
the
more
opportuni=es
you
have
to
get

found
online.

CTA
Click
Through
Rates.
How
many
of
your
visitors
are
clicking
on
your
ad?

Email
Click
Through
Rates.
Do
your
posts
display
in
your
LinkedIn
and
other
sites
at
the
same
=me?

Landing
Page
Conversion
Rates.
It’s
the
ra=o
of
those
who
click
to
those
who
fill
our
your
form.

Traffic
Sources.
Sales
calls,
conferences,
and
events
should
not
be
the
only
source
of
traffic.
The
key
to

inbound
marke=ng
is
to
increase
the
avenues
in
which
your
leads
come
from,
including
organic
search,

paid
search,
referrals,
and
offline
and
online
campaigns.

Phone
Calls.
How
many
phone
call
appointments
are
you
making?
What
is
the
ra=o
of
clicks
to
calls?

Clients.
The
most
obvious
metric
is
how
many
prospects
turn
into
clients.

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

27

Compliance

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The
rules
for
social
engagement
for
financial
services
firms
is
of
course,
ever
evolving.
The

requirements
for
RIAS,
separately
managed
accounts,
private
equity,
and
mutual
funds
may
be

somewhat
less
restric=ve
in
general
solicita=ons
than
that
for
hedge
fund
managers.

RIAs,
Separately
Managed
Accounts,
Private
Equity,
and
Mutual
Funds

The
majority
of
social
media
usage
–
on
LinkedIn,
Facebook,
Twi]er,
Google+,
YouTube,
and
blogs
are

considered
interac=ve
content
by
FINRA.
Current
guidance
for
RIAs,
SMAs,
and
private
equity
firms
in

social
media
holds
that
the
use
of
internet-‐based
social
media
communica=ons
must
be
viewed
and

monitored
in
the
very
same
way
as
wri]en
communica=ons
and
in-‐person
conversa=ons.
Regula=ons

and
suitability
requirements
also
apply
to
any
forms
of
adver=sement,
sales
literature
and

correspondence
when
used
in
social
media
situa=ons.

Hedge
Fund
Managers

The
JOBS
Act
may
provide
an
opportunity
for
smaller
firms
that
are
less
well
known
to
get
no=ced
by

investors,
which
otherwise
may
have
been
inaccessible.
For
these
firms,
new
opportuni=es
to
build
a

brand,
which
allows
them
to
communicate
their
core
values
to
a
wider
audience,
may
have
posi=ve

implica=ons
on
fundraising
in
the
future.

We’ll
work
with
you
legal
and
compliance
departments
to
ensure
that
communica=ons
are
in
accord

with
the
appropriate
guidelines
and
requirements.

Past
performance
is
not
necessarily
indica=ve
of
future
results.
We’ve
seen
in
it
a
million
=mes.
It’s

true,
and
a
necessary
component
of
all
your
marke=ng
communica=ons.

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

28

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth

About
InCapital
Marke=ng

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Our
clients
are
wealth
managers,
hedge
fund
managers,
bou=que
and
global
investment
firms,

re=rement
plan
providers,
RIAs,
and
real
estate
private
equity
companies.

We
have
more
than
a
decade
of
experience
working
closely
with
asset

managers
in
crea=ng
marke=ng
communica=ons
on
the
basis
of
each
firm’s

unique
investment
strategy
and
target
investor
profile.

We
provide
you
with
highly
compe==ve
flat
fee
pricing
for
bundled
services

tailored
to
your
specific
needs.

Serebrin
Capital
Marke=ng
offers
the

sophis=ca=on
of
a
large
marke=ng
and

communica=ons
firm
combined
with
the
responsiveness,
in-‐depth
knowledge

and
con=nuity
of
a
small
team
of
inbound
marketers
focused
exclusively
on
your

business.

1

3

2


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

29

Representa=ve
Clients

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.
.

Here’s
a
par=al
list
of
investment
management
clients
we
have
worked
with:

Able
Capital
Management

Ameristock
Funds

AmeriFunds
Diversiﬁed
Funding

Ar=fex
Financial
Advisors

Bullington
Capital
Management

Charles
Schwab

CNBS,
LLC

Commonwealth
Funds

HGT
Capital

Innova=ve
Fund
Management

JLCC
Capital
Management

Granite
Orion

Lake
Aus=n
Advisors

Morgan
Stanley

Mullally
Capital
Management

Mul=-‐Funds
Group

NS
Capital
Management

Orso
Capital
Management

Pardo
Capital
Management

Responsible
Emerging
Markets
Fund

SMS
Capital
Management

SpringView
Capital

Tai-‐Pan
Investments

United
Management
Group

Vallenta
Capital
Management

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

30

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth

The
Author

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.
.

Frank
Serebrin
is
founder
and
President
of
InCapital
Marke=ng.

Frank
oversees
a
professional
team
of
writers,
designers,
and
project
managers
who
create
inbound

marke=ng
content
for
clients
who
run
hedge
funds,
mutual
funds,
RIAs,
and
real
estate
private
equity

funds.
We
have
helped
create
marke=ng
launches
and
tools
that
have
helped
raise
millions
in
assets

over
the
past
decade.

Previously,
Frank
was
Senior
Vice
President
and
Director
of
Marke=ng
for
ING
Investment

Management;
Vice
President
of
Marke=ng
Communica=ons
for
AIM
Investments;
head
of

Ins=tu=onal
Marke=ng
for
William
O’Neil
+
Company;
and
Assistant
Vice
President
of
Marke=ng
for

Dean
Wi]er
Funds.

Frank
is
a
graduate
of
Northeastern
University
in
Boston,
Massachuse]s,
with
an
MBA
in
Marke=ng,

and
a
graduate
of
the
University
of
Minnesota
in
Minneapolis,
with
a
BA
in
Journalism.


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

31

Schedule
a
Free
Call
Today!

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713-‐249-‐2071

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.
.

Take
the
ﬁrst
step

toward
raising
more
capital!

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

E
BOOK
SERIES

Ten
Tips
for
Asset
Growth

Addi=onal
Resources

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Our
objec=ve
is
to
inform
and
educate
investment
managers
on
how
inbound
marke=ng
can
help

raise
capital.
eBooks
in
the
series
include:

•  Five
Ways
to
Build
a
Fact
Sheet
That
Sells

•  How
to
Op=mize
Your
Pitch
Book
for
Raising
Capital

•  Nine
Reasons
Wealth
Managers
Must
Master
Email
Marke=ng

•  Six
Inbound
Marke=ng
Tips
for
Wealth
Advisory
Firms
And
RIA’s

•  10
Tips
for
Asset
Growth

(That’s
this
eBook)

•  The
RIA’s
Guide
to
Winsome
Websites


____________________________________________________________________________

Financial
Services
Inbound
MarkeBng

713-‐249-‐2071

Ten Tips for Asset Managers to Grow Your Business Through Inbound Marketing

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