5 things successful investment boutiques understand about marketing

Most CEOs tend to focus on sales, but successful CEOs know that marketing is the key driver for sales. Here are 5 key things to understand about marketing:

  1. Your personal brand has more power than your company brand. Build both.

  2. Three good leads are better than 30 bad ones.

  3. Good marketing takes time.

  4. Great content is human, not corporate.

  5. Marketing is not a magic trick; you need a budget.

Questions to set your firm up for 2023:

  • How will we determine our marketing budget?

  • Which company leaders will take an active role in marketing?

  • What are the goals of your marketing effort?

  • How will you measure the success of marketing?

  • What is the review process like?

  • How many people are involved in marketing approvals?

A bad CEO thinks marketing is a perk.
A good CEO know marketing is essential and invests in it.
Stacy Havener

Blue-collar girl from the Berkshires who combined a lot of grit with a little glitter to become a successful female entrepreneur in the investment world. Founder of Havener Capital, raising capital ($8B and counting), stomping glass ceilings, and shaking things up. 

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