WHAT WE DO

From strategic planning and portfolio design to investment research, effective marketing and consultative sales; our consulting methods are designed to position your ETF firm and product for growth.

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STRATEGY

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PRODUCT DEVELOPMENT

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SALES

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MARKETING & RESEARCH

CAPABILITIES

Strategy, Business Intelligence & Education

  • Strategic Analysis & Planning
  • Competitive & Industry Analysis
  • Strategic Alliances and Relationships Programs
  • Financial Modeling
  • HR Readiness Program
  • Vendor Selection Program
  • Regulatory Analysis
  • Compliance Analysis
  • Financial Reporting and Analysis
  • Education & Training

Product Development

  • Product Pipeline Development
  • Product Development Process Design
  • Go To Market Strategy & Implementation Plan
  • Product Strength Analysis
  • Competitive Analysis
  • Product Pricing
  • Product Liquidity Analysis
  • Index Development
  • Index Providers Relationship Program
  • Efficient Sourcing Program
  • Testing Focus Groups
  • Legal & Compliance Analysis

Sales

  • Sales Strategy & Planning
  • Distribution Roadmaps
  • SalesTeam Training Programs
  • Consultative Selling Services (Portfolio Review Program)
  • National Accounts & Home Offices Coverage Services
  • Regional Wholesaling Services
  • Regional Wholesaling Services
  • Cold Calling and Meeting Scheduling
  • Sales Software Implementation
  • Paper Portfolios Development
  • Sales Force Compensation Plans Development

Marketing & Research

  • Marketing Strategy & Planning
  • Branding Analysis and Design
  • Lead Generation Programs
  • Content Generation Program
  • Public Relations Strategy
  • Digital Marketing Program
  • Social Media Marketing Program
  • Traditional Media (PR) Program
  • Events Strategy
  • Research Program (whitepapers, webinars, etc.)