Dubick & Associates
Dubick & Associates
Marketing and distribution planning for financial services firms
Services

Dubick & Associates brings extensive industry experience and product knowledge in the delivery of the following services:

           Strategy Development & Positioning                                      •Competitive Intelligence

           •Product Development & Rollout                                               •Market Analysis & Segmentation

           •Distribution Planning                                                                 •Sales Support & Training

           •Qualitative Research / Focus Groups                                     •Issues Development / White Papers

           •Brochures / Newsletters / Websites                                        •Cross-Selling Strategies

 

 

 

 

 

 

 

 

 

 

For Financial Advisors: Build Your Business with Branding workshop

Advisors compete for visibility and mind share, as well as clients, with a vast number of financial providers. Advisors who differentiate themselves from others can:

  • Carve out a niche or practice area that is memorable and distinctive
  • Concentrate efforts where they are most likely to be successful
  • Attract more of the clients they want

Because great efficiencies can be gained from serving clients with similar needs and expectations rather than trying to be all things to all investors, the workshop helps advisors identify which clients and prospects are the best fit with their firm’s qualities and capabilities. The workshop helps them identify their special features and competitive strengths, and shows them how to build the name and influence of their firm in the marketplace.

 

 

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