The Professional's Guide to Financial Services Marketing: Bite-Sized Insights For Creating Effective Approaches

"In financial services marketing, Jay Nagdeman is the expert. He has helped scores of leading financial firms reach and then exceed their goals. And now he has assembled his insights in The Professional's Guide to Financial Services Marketing—a must-read for any executive with bottom-line responsibility at an asset management company, insurer or securities firm. This volume is destined to become a permanent reference tool for the industry." —Evan Cooper, Senior Managing Editor, InvestmentNews

"Jay Nagdeman is one of the financial industry's most innovative marketing minds. The time I spent reading The Professional's Guide to Financial Services Marketing was well rewarded with fresh insights that I look forward to successfully employing. His bite-sized approach makes this cornucopia of marketing concepts and ideas not only digestible, but an absolute pleasure to read. I highly recommend this book to anyone interested in discovering both what is new and what is timelessly true in financial services marketing." —Gil Weinreich, Editor, Research magazine

"Owning this book provides you with 24/7 access to some of the industry's most successful and innovative marketing thinking. It contains illustrations and vignettes taken from real-life marketing successes and failures. It also provides ideas that could help you turn successful consumer product marketing techniques into customized financial product marketing approaches. It can serve as a mentor, a resource, a reference tool or simply a compelling look at some often overlooked and misunderstood marketing approaches." —Ken Dolan, Chairman, The Dolan Group of Companies