Dubick & Associates
Marketing and distribution planning for financial services firms
Challenge
Financial services firms are facing demanding times. The burgeoning of wealth management practices, growing focus on income management for baby boomers, and sharing of assets between generations is creating tremendous opportunity. At the same time,the commodifi-cation of products and services and rising entry cost to new distribution channels make it more challenging than ever to succeed.
Companies must plan their distribution more effectively and leverage their marketing across distribution channels to make the most of their new opportunities and grow revenues. To succeed, the right strategies and marketing plans are essential.
| Financial Marketing Intelligence Volume 2, Issue 3 - Getting the Right Message to the Right Target Volume 2, Issue 2 - Giving New Technology and Ideas the Human Touch Volume 2, Issue 1-Laughs, Fear, and Tech on the Go Volume 1, Issue 2--Crystal Balls, Volatile Markets, and Should You Think Pink? Volume 1, Issue 1 - Welcome to Our First Issue |
| Thinking of Your Clients as Partners Investment News February 26, 2012 As investment advice becomes less of a one-way street, advisers must be more collaborative. Read More> |
Be a Leader in an Age of Equals Investment News April 24, 2011 Dialogue through social media can't take the place of positioning yourself as an expert. Read More> |
Dubick & Associates, a consulting company, helps firms identify and maximize their opportunities by leveraging their distribution and marketing capabilities. By assisting our clients to refine and capitalize on what they do best, Dubick & Associates helps them better identify, attract, and retain clients.
Founded by Libby J. Dubick, who has over 25 years of experience in financial services marketing, strategy, and distribution, the firm focuses on wealth management marketing and distribution planning. A broad range of marketing services are offered including research, analysis, strategic planning, product development, training, and client communications.
All of our client services, from strategic planning through development and implementation, are customized. The firm has experience developing and marketing investment products through institutional, trust, investment advisor, retail, direct and third-party distribution channels.
A sweet spot is helping firms reach financial advisors. We have
developed value-add programs for Prudential and Calvert funds, currently
work with the Options Industry Council on their outreach to advisors,
and write frequently on advisor marketing for publications including Investment News, Wealth Management Executive, and The Active Manager.
For more details on past projects and a list of our distinguished clients, please click here.
