You didn't sign up to be a marketer. You signed up to manage money.But the second you start your own boutique? Welp… Marketing, sales, distribution, hiring... they're all your job now too. Sean Peche…
Ten years ago, Andy Raskin wrote a piece called "The Greatest Sales Deck I've Ever Seen."And Stacy Havener is still thinking about it.Not because you need to build a SaaS deck, but because the…
Most boutiques market the product. Manish Khatta barely mentions his. Roughly 90% of what Potomac Fund Management puts out has nothing to do with the funds. No performance charts. No fact sheets.…
Should you ever repurpose an old post on LinkedIn?Short answer: yep. Slightly more annoying answer: it depends. Before you copy, paste, and send that post back into the wild, figure out why it flopped…
What if luck plays a bigger role in fund success than anyone wants to admit? Simon Evan-Cook isn’t just throwing that idea out there. He’s lived it. He spent years on the allocator side, vetting fund…
Waiting for LinkedIn leads to fall from the sky, land in your DMs, and show up in your funnel? You might be waiting a while.Posting matters. But there's a missing piece between the post and the people…
Different > better. Especially in an industry that loves to rank, chart, compare, and benchmark errrthing. Because when everyone is trying to prove they're better, everyone starts sounding pretty much…
You want to post on LinkedIn.Compliance wants to hit the taboo buzzer. Cool. Now what?In this Story Snack, Stacy Havener shares how to stop treating compliance like the department of "no" and start…
Bob Dorsey is the co-founder and Vice Chairman of Ultimus Fund Solutions. In this episode, Bob and I discuss:His backstory: from butcher markets to financial marketsWhy FinTech is a people business…
As Managing Director and Head of UniFi by CAIA™, Aaron Filbeck oversees content and product strategy for the UniFi by CAIA™ Program. In this episode, Aaron and I discuss:His backstory: from wanting to…
