Success Stories

  • National benchmarking study on advisors' use of options
  • Value-add programs on building a better book
  • National benchmarking study on advisors' use of closed end funds
  • Whitepaper on how advisors can add options to a practice
  • Strategy and support program to help options exchanges reach financial advisors
  • One-on-one interviews with high net worth investors on investing and advisor relationships
  • Strategy and white papers to support sale of UMA platform to banks and brokerage firms
  • Brand study on correspondent clearing firms
  • Mutual fund and separate account programs at a major wirehouse for distribution to financial planners and independent broker-dealers
  • Distribution study for investment management firm moving into the institutional channel
  • Competitive analyses of high net worth programs, 529 plans, and shareholder servicing capabilities
  • Strategic plan for the mutual funds of an institutional global asset manager moving into the retail channel
  • Value-add program on building client referrals
  • New communications and advertising campaign for financial advisory firm

Dubick & Associates, Ltd.
Marketing Consultants

Clients & Success Stories

Client List Includes:        
      

BankWest Investments

BBD Beyond

Calvert Funds Group
 
Carpenter Group

Corporate Insight

Delaware Investments

Financial Market Research

General Electric
 
HNW


JP Morgan Chase

Morgan Stanley

Nashville Capital Corp.
      ◊ Nuveen Investments
 
      ◊
Options Industry Council

 
      ◊
PartnerVest
 
      ◊ Prudential

      ◊ Quad Cities Investment Group
 
      ◊
T. Rowe Price

 
      ◊
UBS