GRA

Marketing Services

Although GRA's marketing approach eventually focuses on the search consultant/prospect community, it begins with our client - the investment manager. Our extensive experience has given us a thorough understanding of what this marketplace looks for in a manager.

No one knows better than an investment manager how to manage assets. However, the way this approach is executed can help focus more directly on certain key elements.  GRA's initial efforts, if appropriate, are how to better "package" a manger.

Outlined below are the general steps taken to achieve successful closings.

Create Marketing Presence
Develop institutional quality material
Develop an effective presentation
Ensure compliance with GIPS

        Within the first three months

Develop Marketing Plan
Identify optimum marketplace
Initiate/maintain consultant database questionnaires
Develop RFP library of answers

       Within the first three months

Execute Sales Program
Consultant Contacts
Prospect Contacts
Thoroughly qualify leads

Account Closings
Final presentations
Preparation of meeting materials
Periodic contact with clients

 

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Home Marketing Services About GRA Contact Greg Reid Associates
841 Main Street, Suite 5 Walpole, MA 02081    (508) 660-0044   fax (508) 660-0016

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