We are the financial industry´s creative partner

Marketing executive

Marketing manager

Sales professional

Client service professional

CEO / proprietor

Other (specify)

My firm’s AUM is $

My firm’s split is
+

% retail

% institutional

100%

My firm’s AUM has changed by % over the past 12 months

I anticipate a % change over the next 12 months

My firm’s total marketing budget this year is $

I expect a % change to my firm’s marketing budget

Manager

Creative

Coordinator

RFP / database

Sales

Other (specify)

Branding / messaging:

1

2

3

4

5

6

Pitchbooks / collateral:

1

2

3

4

5

6

Advertising:

1

2

3

4

5

6

Website / online video:

1

2

3

4

5

6

Social media:

1

2

3

4

5

6

Thought leadership:

1

2

3

4

5

6