The #1 thing to improve in your marketing

Jan 6

If you were the Portfolio Manager on a stellar fund at a well-known firm before launching your own boutique, what role does your previous gig play in your current marketing?

A big one.

So many PMs bury their backstory in their bios. It's often one sentence. "Before this firm, I used to work there."

You spend time trying to build your boutique brand, a new or undiscovered name, without leveraging where you came from... Never forget where you came from.

“Sharing your story with prospects is the number one way to build your boutique brand.”

It gives you credibility, affirms your expertise, and speaks to your talent. Best of all, it leads to the elephant in the room question. The one you want to answer in every first meeting with an investor. WHY??? Why did you leave? Why did you start your own firm? Why give up your cushy job with the corner office and the billions under management to start from the bottom and build something from scratch?

(Hey Rockstar? Here's the mic. Wow 'em)

If you work on anything for your marketing in 2021, let it be this.

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.