Growing Your AUM with Exceptional Marketing
Winning Your Marketing Challenges
Positioning For Your Growth
Communicating Your Creative Ideas
Expanding Your Brand
Investment Advisors and Managers rely on us to deliver successful outcomes for their key marketing initiatives.
For nearly 15 years, R.T. Hausler Strategic Marketing LLC has helped investment managers grow their AUM base and generate new revenue across all distribution channels: Institutional, Retail, RIA and HNW direct investors.
The firms’s founder, Bob Hausler, is a highly-regarded industry executive with over 40 years of successful industry experience at established firms such as AllianceBernstein, Oppenheimer Capital and J.P. Morgan. MORE
Winning Your Marketing Challenges
Drive Successful Growth with Strategy and Planning
Growing your AUM will require tactical execution which is guided by an overall strategy. Can you answer these critical questions below?
- How is our firm different and better?
- How do we achieve faster growth?
- Do our prospects fully understand our value proposition?
- How well do we explain the uniqueness of our investment process and client servicing?
- What’s special or compelling about our approach?
- How does the market perceive us relative to our primary competitors?
Positioning For Your Growth
Emphasize Your Firm’s “Different and Better” Strengths
R.T. Hausler Strategic Marketing positions your business for AUM growth with expert marketing materials that tell your unique story. Some recent examples of our work include:
- Created new brand identity for $17 billion firm with institutional and HNW private clients
- Developed new pitch book and client servicing materials for private equity firm ($500 million firm AUM) to successfully position product with investment consultants and various HNW distribution platforms.
- Wrote a series of white papers on dynamic risk, interest rate risk and product-specific topics to address investor education needs and to build out the content marketing hierarchy.
Communicating Your Creative Ideas
Target Your Messaging to Your Clients/Prospects’ Greatest Needs
Growing your AUM will require tactical execution which is guided by an overall strategy. We advise on:
- Sales and Marketing-specific Business Plan Development
- Implementation of Growth Strategy and Tactics
- Positioning and Rebranding
- Advocacy Campaigns
- Public Relations
- Advertising
Expanding Your Brand
Build Stronger, Deeper Client Relationships
Sales Success = A simple story, simply told.
Understand the differentiation needed to achieve success in target market segments
Understand the unique differentiators of firm’s strategy, including its research and due diligence process
Communicate benefits of how investment decisions are made to be able to position products for sales growth
Perform competitive peer group analysis for each strategy
About the Founder
Bob Hausler is an accomplished asset management and financial services marketing executive with a proven track record of success. A creative and conceptual idea generator, Bob’s past industry experience has provided him with a thorough understanding of the asset management marketplace spanning the Institutional, Retail, RIA and HNW private client channels.
During the course of his career, Bob can be directly linked to inflows of more than $50 billion in new AUM raised for innovative investment services and products.
Bob earned a B.S. degree in Finance from Syracuse University, and is also a Chaminade High School (Mineola, Long Island) alum. He and his wife of 40 years Marybeth are long-time residents of Franklin Lakes, NJ where they raised their 3 children.