The Cedar Partners, ltd. Strategy
Cedar Partners, ltd. will partner with each manager to:
Develop Marketing Message
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Create and refine marketing materials
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Train and critique manager's product presentation
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Assist in creation and/or design of website
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Establish product branding and appropriate target market
Disseminate Data
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Maintain and submit databases accurately and timely
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Complete questionnaires
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Solicit and respond to RFP's continually
Sell the Product
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Market products to consultants and plan sponsors
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Coordinate portfolio manager trips to appropriate consultants based on
manager's availability
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Network continually and build relationships to maximize product exposure
Gain New Assets
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Prepare for and participate in finals presentations
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Assist in fee negotiations
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