Everyone who’s ever been in sales knows you have to market yourself first and sell your product second. The problem for many advisors is how to do just that…market themselves and a viable product. Just so everyone knows…we’re not particularly fond of the term “product… but sometimes there’s just no other term to use (so bare with me).

It’s been fun to watch the marketing gurus of the financial services industry pop up over the past decade or so.  I’m sure they’ve always been around, but the quantity seems to be growing like gangbusters.

And why not?

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Warning: Shameless Plug to Make Us Some More Dough is Contained in This Post!

You can have the best marketing strategy and the strongest sales skills on earth – but if your client portfolios STINK, it’s gonna be tough building a business with any real value.

So it’s obvious that having killer investment portfolios is helpful for financial advisors.

While this site is dedicated to giving stuff away for free to help advisors grow their business, we can’t share everything.  We can however, help you out in wrangling these crazy markets.  As a lot of our readers know: we run all quantitative portfolios for our clients.  Some are pretty traditional (long only, top down fundamental stuff), while others are incredibly unique.

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