Dubick & Associates, Ltd.
Marketing Consultants
Helping financial services firms reach
financial advisors since 1997
What Can We Do for You?
From the first proposal to the final rollout, Dubick & Associates brings extensive industry experience and deep product knowledge to each client we serve. We work with many of the top financial services firms in the industry and all of our client services are customized.

For more details on past projects and a list of our distinguished clients, please click here.

Dubick  & Associates has almost 20 years of experience in financial services marketing, strategy, and distribution. In addition to our expertise in marketing to financial advisors we offer quantitative and qualitative research services,  wealth management marketing and distribution planning.
Read About Our Services
•   Research
•   Value-Add Programs

   Wealth Management Marketing

•   Distribution Planning

To subscribe to the firm's newsletter Financial Marketing Intelligence, please sign up on our Contact Us page.

Recent Articles
             Libby's Latest

Marketing to Millennials


Volume 6, Issue 1
How Millennials Will Change our World

Volume 5, Issue 3

Will Your Firm Be Relevant in 2016?
Volume 5, Issue 2
What Financial Advisers can learn from The Four Seasons

Volume 5, Issue 1
Are You Head and Shoulders Above
the Competition?

Volume 4, Issue 3
What I Learned at the PAICR Conference

Volume 4, Issue 2
New Scenery Can Give You a New View on Your Career

Volume 4, Issue 1

Like No Business I Know

Volume 3, Issue 2
Consider Trying Something New in

Volume 3, Issue 1

From Old-Fashioned Thank-You Notes to Mobile Apps: Better Client Relations

Volume 2, Issue 3
Getting the Right Message to the
Right Target

Volume 2, Issue 2

Giving New Technology and Ideas the Human Touch

Volume 2, Issue 1
Laughs, Fear, and Tech on the Go

Volume 1, Issue 2
Crystal Balls, Volatile Markets, and
Should You Think Pink?

Volume 1, Issue 1
Welcome to Our First Issue

Other Articles

115 East 87th Street, 12th Floor  New York, NY 10128    Tel.  212-828-3873  •  Email:  libby@dubickconsulting.com