The document discusses strategies for investment management firms to improve their marketing through the use of websites, social media, and content marketing. It emphasizes that content should engage audiences by demonstrating an understanding of their problems and offering high-quality solutions, and should be distributed through various online channels. Statistics are provided on consumer online behaviors and the benefits firms have seen from social media marketing.

2. Investment Management Websites
• Most powerful artillery in your marketing
arsenal
• Infinitely scalable & searchable
• Global in reach
• Available on-demand, 24/7/365
• Multimedia publishing platform

3. Why Use Social Media
• Most efficient way of distributing content
• Post content in the exact places where our clients &
prospects spend their time online
• Efficiency is a function of the Network Effect
• It draws prospects to us, rather than forcing us to go hunting
for them
• The SEC has issued clear guidelines re: compliance

4. Content Marketing
• Marketing strategy leveraging a firm’s experience &
expertise
• Blogs, white papers, eBooks, video, podcasts, slide
decks, infographics, images, etc.
• More helpful (80% of content), less promotional (20%
content)
• Clearly measurable ROI
So, why don’t more firms take on a
content marketing strategy?

6. The 3 Things Your Content Should Do:
• Engage your audience
• Engage your audience
• Engage your audience

7. You need to give your audience a reason
to care about you…
• Because your performance won’t do it.
Why?
• 1,600 micro- small-, and SMID-cap long-only
domestic portfolios
• Top decile performance: >160 portfolios
• Top quartile performance: > 400 portfolios

8. Your audience will care when…
1. You demonstrate your understanding of
their problems, questions, concerns, and
obstacles which prevent them from
achieving their objectives
2. Offer high-quality solutions to these
problems, and do so regularly

9. Some Relevant Statistics
• Between 50%-70% of the
“purchase” research process
is completed before meetings
take place
• 7-12 touchpoints on average
before a sale takes place
• U.S. Social Media penetration
– 56% (2014)
• Financial Services (industry-
wide) budgeted 10.4% of
revenues for marketing
budget

10. Social Media Examiner’s 2014 State of Social
Media Marketing Report:
Six hours a week:
• 66% of marketers saw lead
generation benefits with social
media.
• Nearly half saw a benefit of
reduced marketing expenses.
• 95% indicated their efforts
increased exposure for their
businesses.
• Over 84% of participants found
that increased website
After a year:
• More than 58% of
marketers reported
improved search engine
rankings.
• More than half were
generating leads with
social platforms.
• 69% or more found social
platforms provided
marketplace insight.
• 69% found it useful for
building a loyal fan base.

11. Solutions
1. Make your website the central hub or your
marketing activities
2. Reorient how you conceive of your “marketing
materials.” From individual “products” to “MaaS –
Marketing as a Service”
3. Create content specifically designed to solve the
problems your clients & prospects face on a daily
basis
4. Distribute content via your email list & all
appropri-ate social media channels

13. Homepage: dqcomm.com
Conference Resources: inbound.dqcomm.com/3pm
Blog: blog.dqcomm.com
Contact: dqcomms@gmail.com