Topic: General Posts

Subject: Purpose of 'Marketing Document'?
Ira Artman
Member: 2008
Posts:2
Submitted on 03-01-16 5:56 pm
Message:

Could someone refer me to links/articles that describe the purpose or role of marketing document?  I am looking at examples, but not exactly sure how they are to be used.  Thank you. - Ira Artman, Princeton FENG

 
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Replies
Dave Goldin
Member: 2003
Posts: 31

Subject: Re:Purpose of 'Marketing Document'?

Submitted on 03-03-16 1:59 pm.
Message:

Hello Ira.  For what context are these documents?  Are you referring to what a consultant would provide for a pitch?

 
Ira Artman
Member: 2008
Posts: 2

Subject: Re:Purpose of 'Marketing Document'?

Submitted on 03-03-16 3:56 pm.
Message:

Dave: 


Thanks for note. I believe that they are for networking purposes, but will find out more when I go to my local meeting this evening.


Once I find out, I will post the answer to this board. - Ira

 
Bill Ulivieri
Member: 2015
Posts: 5

Subject: Re:Purpose of 'Marketing Document'?

Submitted on 03-04-16 11:52 am.
Message:

Watch this YouTube video on the "Golden Circle".


Financial service professionals focus too much on technical skills and not enough on "why" of mission and passion.


https://www.youtube.com/watch?v=l5Tw0PGcyN0


 


Bill


 

 
Jake Feldman
Member: 2006
Posts: 15

Subject: Re:Purpose of 'Marketing Document'?

Submitted on 04-06-16 9:53 pm.
Message:

Hi Ira


If it's not too late to respond, they are indeed meant for networking to provide a guided Approach to the connection of your summary background, target job functions and target companies. The most important element in my opinion is the target companies because that should jog memory of people who work in this companies.


I can provide a very nice template version if  you still need.


 

 
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