You launched your investment boutique. Your fund has seed capital and gets its first 5 investors, but you’re kinda disappointed by the dollars raised. Here’s how to write and use impact stories to triple your raise.

Your firm doesn’t have a “sales” problem. Your firm doesn’t have a “marketing” problem. It has a story problem. Learn the 4 steps to creating human connection in your stories and get examples of human experiences you can use to get your storytelling creative juices flowing.

Most CEOs tend to focus on sales, but successful CEOs know that marketing is the key driver for sales. Learn the 5 key things successful CEOs understand about marketing and steal this list of questions to set your firm up for 2023.

I've raised $8 billion for boutique asset managers, which has led to 30 billion in follow-on AUM. Against the odds. The journey to success was a struggle. If I could speak to my younger self, just starting out in the investment industry, here’s what I’d tell her.

Don't talk about what you stand for. Talk about what you stand against. When you work on your website, your messaging, your brand, your marketing collateral, etc, some branding expert or helpful article will tell you, "Talk about what you stand for. Your values." So we end up saying things like…

When your performance isn’t going great, it’s tempting to put your marketing and communications on hold. But that's a bad idea. Why? Because it’s easy to talk about things when they are going great. It’s much harder to talk about things when they aren't. I'd challenge it's even more important…

The "bigs" have always dominated the investment industry, but this is our decade to stand out, take advantage of our uniqueness, and help investors find what they're looking for. I sat down to chat with Aaron Filbeck of CAIA about how the investment ecosystem can't thrive without boutiques; it’s a balancing act.

Early adopters aren’t defined by their AUM. They are defined by their DNA. They are curators, looking for something different, something boutique. They are people investing with people - in people. They aren’t afraid to put their money where their heart is.

“I want to be sales-y,” said no one ever. If you are in the hedge fund or investment world, you want to be in compliance - 100% - but really if you are a good person, smarmy sales guy or gal probs isn't your vibe. So how do you find your fans and grow your biz without being sales-y? Make it less about selling and more about serving.

One of my favorite ways to make your past work for your future? Make a timeline of you. Your timeline can include: places you've worked, milestones along the way, and all the key points that led to where you are now. (Don't forget endings. They spark beginnings.)

Past performance is no guarantee of future results, good or bad. In the fund business, we know that disclaimer well. It's a culture of compliance, yes. It's also true. Past performance typically has periods of out performance and under performance…

David didn't beat Goliath with an army and an arsenal. He beat Goliath with unique ability, his advantage: the slingshot. You can’t beat the Bigs by playing their game. You gotta find your slingshot. Here are three advantages for Boutiques: 1. Employee ownership…