Every fund sponsor with a meaningful track record believes their numbers tell a story. They do. The problem is that numbers, by themselves, are incomplete.
How Asset Managers Are Actually Winning the RIA Channel
The RIA channel is the growth story in wealth management, and every asset manager knows it.
Why Your Best Prospects Decide Before They Ever Talk to Sales
Think about a discovery call that went well. The prospect asked sharp questions, seemed genuinely engaged, and by the end was talking as if the decision were already made.
The Case Against Traditional Lead Gen in Long Financial Sales Cycles
There is a marketing playbook that most financial firms run, and it is worth saying plainly that it does not work.
Why Trust Is the Most Underpriced Asset in Financial Services Marketing
In financial services, the deal is not closed by the click. It is closed by trust that was built long before anyone filled out a form.
Your Investor Update Emails Are Your Best Marketing Tool
Most fund managers and advisory firms think of investor updates as an obligation. Something you have to send.
The WealthPlan Partners with Layup to Build on It’s Success in the New York Market
The WealthPlan LLC, a New York-based independent financial planning firm led by David Warshaw, CFP®, has engaged Layup.
App Box Partners With Layup to Develop Go-to-Market Messaging and Drive New Growth
App Box, an independent advisory that works with financial services firms, fintechs, and broker-dealers navigating AI and data transformation, has hired Layup to lead their messaging strategy and drive new growth within the fintech and financial services sectors.
Layup Just Partnered With EFSI. Here’s Why That Matters for Asset Managers
We’re excited to announce our new partnership with EFSI, one of the leading fund administrators in the country.
Building a Book of Business as a New RIA
When a financial advisor leaves a wirehouse or launches an independent Registered Investment Advisor (RIA), the freedom is intoxicating.