Dubick & Associates, Ltd.
Marketing Consultants


Dubick & Associates' research capabilities include both quantitative and qualitative studies. Our firm focuses on the advisor market where we have benchmarked product usage, conducted one on one interviews, and led focus groups. We have produced brochures and whitepapers on our findings to help clients leverage the results.

Value-Add Programs 

Our firm has built value-add programs to help firms enhance advisor relationships, solidify key account connections, and create opportunities to present at firm conferences. Topics have included how to build referrals, marketing to target populations, attracting wealthy generations, and more.   

Wealth Management Marketing 

Today's high net worth investors want targeted and straightforward communication. Dubick & Associates'  research and marketing strategies aid firms in effectively delivering their messages.
We also offer product development and training. All of our client services, from strategic planning through development and implementation, are customized to not only meet but exceed the goals of our clients.      

Distribution Planning 

Dubick & Associates helps firms work across silos to save money and be more effective. In addition, we assist in the distribution planning process from competitive assessment and analysis to identification of third-party opportunities and development.