Internal Wholesale Marketing
NLD believes marketing and sales flourish through a focused, collaborative and responsive strategy. Each investment advisor has a unique story and the sales and marketing plan should reflect their distinctive qualities. Whether your goal is to outsource all of your distribution or just a portion, the internal wholesale marketing (IWM) approach at NLD can complement existing sales efforts to increase activity, raise brand awareness, cultivate relationships and ultimately close sales.
Areas where IWM may Compliment your Efforts
Establish New Market Engagement
- Seek new markets
- Deploy marketing campaigns
- Develop qualified opportunities
- Create foundational marketing resources
Increase Market Presence
- Seeking additional markets
- Develop qualified opportunities
- Refine marketing message
- Increase web presence
Elevate Existing Sales Activities
- Develop front line leads
- Create complementary marketing content
- Secure face to face meetings with advisors
Planning Phases for Active Marketing
Utilizing the NLD Distribution Consulting Process we will evaluate the investment advisor’s Competitive Edge and Marketing Resources, review current and desired target markets and product placement opportunities to formulate an Active Marketing Plan. Below illustrates the planning phases of the Active Marketing Plan.
To learn more about Internal Wholesale Marketing, please reach out to your strategic relationship manager for more details.
7601-NLD-7/27/2016
Marketing Services
Blu Giant, LLC is a multi-disciplinary agency. We empower advisors through story driven creative and innovative technology, an experience we call hypermedia. Today, differentiating yourself from your competition means bringing more value to your client relationships, and using technology to your full advantage. As a sister company of Northern Lights Distributors, LLC, Blu Giant knows the challenges you face because ours are the same challenges. At Blu Giant, thoughtful design contributes to every level of our work. Through branding, web development, video and social media, we can help you connect with your audience, share your insight, and engage your clients on a personal level. Our creative team will enable you to powerfully share your story, while our industry insight and knowledge will enable you to create, produce and deliver your product efficiently and effectively.
Third Party Marketers
The mutual fund marketplace is highly competitive. Raising awareness for your mutual fund is key and requires active marketing. Fund managers can either grow their teams organically by hiring and managing highly experienced wholesalers to market their product or can seek to outsource by hiring a third party marketer. When selecting the third party marketer route you are seeking to hire an experienced group that already has meaningful connections within a multitude of advisor networks. Third party marketers may be an ideal way to expand the breadth and depth of your sales team without adding personnel to your direct payroll or as a compliment to existing resources.
NLD maintains relationships with several third party marketing firms and is an active member of third party marketing organizations. We can play as little or as big of a role as you need in the process of finding a firm to target your distribution market (institutional, RIAs, broker dealers, or wirehouses). Whether it is coaching on key questions to ask in the interview process, determining what the firm looks for in funds they distribute, assessing how many and what types of funds they represent, or any other inquiry you may have, we can help you during the process. Our goal is to ensure you have enough information about whether a third party marketer is the best distribution route to help you grow.