It’s very difficult as a smaller mutual fund company or portfolio manager to mount an effective marketing campaign that allows it to be “found” by investment advisors on the internet.
Organic search, paid search and banners are tactics that a business can use to rise above the noise. The challenge is that SEO is a costly dark art with variable success and paid search/banners can be VERY expensive without driving qualified leads.
ReferralSource exists to enable these disparate groups to find and communicate with each other in one place. For a small yearly fee, a portfolio manager or fundco can list themselves on the ReferralSource website.
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