What are some ethical/innovative/cool ways to market financial investment products? From mutual funds through independent financial advise to hedge funds and private equity deals and in between. It is not a drawback if you as the solicitor would also buy your own product.
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said: In most jurisdictions, you can only go after wealthy individuals or institutions and you can only do direct marketing. I only have one experience with this (direct marketing of financial services to US accredited investors in particular): John Mauldin, whose - otherwise, excellent - blog you can best access here: http://www.investorsinsight.com/blogs/Default.aspx?GroupID=32 I do not take it as investment advice but find it at least insightful and entertaining. He has books (http://www.amazon.com/John-Mauldin/e/B001IR1MZQ) and other various web sites, where he sells investment newsletters (http://www.mauldineconomics.com/investor-resourcescaters mostly for US based accredited investors (http://www.mauldincircle.com/, also his partner company http://www.altegris.com/), at least as a non-US person I was unable to find out what he has to sell. And even if I ever find it out I am not convinced if I would ever touch with a 3 feet pole. Already too much marketing for my taste. Though the services intended for regular persons (not high net worth or US accredited investors) are at least as much interesting. Reference: [1] The Show Wall Street Doesn't Want You to See [2] http://www.pbs.org/wgbh/pages/frontline/retirement-gamble/ [3] http://www.unbiased.co.uk/get-advised/how-do-I-choose-an-adviser [4] http://www.unbiased.co.uk/news/5-questions-to-ask-a-financial-adviser/1942 [5] http://joshkaufman.net/permanent-portfolio/ [6] http://joshkaufman.net/fail-safe-investing/ [7] Good comparison of hedge funds and mutual funds: I had to add the PR tag as well as it is the PR of the financial services industry.
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Answer:
I'm thinking Vanguard here ==> Low Costs (Indexing) + Low Taxes + Basic, Solid products that people can easily understand
Frank Kelly at Quora Visit the source
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