The Naissance Podcast

In recent months, Naissance completed multiple consulting projects related to marketing model portfolios. Through those experiences, we discuss both high-level prognostications and tactical views.

We welcome an advisor marketplace expert to discuss her experiences helping advisors evolve and grow their practices. Laura Gregg (along with co-host David Partain) co-hosts FlexShares' The Flexible Avisor podcast (88 episodes strong) discussing topics ranging from SEC rules to personal branding. We're fortunate to learn about her podcasting skills and perspectives on engaging advisors in 2023 and beyond.

We welcome a favorite industry leader to this episode: Dave Master. Through Dave's many roles and equally numerous market cycles, he's distilled precise views on marketing both today and going forward.

We discuss Parametric's marketing of "Custom to the Core." It's a highly impressive campaign with a strong tagline, clear messaging, and a throughline to the end investor. 

In the spring of 2022, Naissance launched The Directive. Simply put, The Directive's members receive highly precise digital marketing benchmarks to improve decision-making and resourcing. Listen to hear some surprises from the inaugural volume. 

As mergers accelerate across asset management, what will become of company names? Are we destined for more joining of the previous entity names together? Listen here to find out what Mike and Anu think are the best names as well as what's a little concerning.

In this episode, Mike and Anu discuss memorable and thought-provoking advertisements from the last 12 years. Give a listen and see if you recall some of these executions.

Leslie Walstrom is the inaugural guest to the Naissance podcast. She shares her insights on the asset management industry over her 25+ years. Specifically, Leslie discusses what's it's been like as a woman within a predominantly male industry and her thoughts on what changes to expect ahead.

In this episode, Mike and Anu ruminate on the increased market research fielded during the pandemic and become sidetracked by Net Promoter Score (NPS®).

Too frequently, too many clients have to compare their e-mails to advisors against credit card companies offering limited-time rewards. Maybe it's all "financial services", but it's clearly not the same. After a long winter, Naissance emerged with benchmarks only for this industry. Listen to the how, why and what's next here.

Are you curious about competitors' pitch books? Wonder how and what you can do to improve your books? This is the episode for you! Mike will walk you through our experiences and 3 recommendations (even though Anu asks for 1).

In an ode to top ten lists, Mike & Anu list their top lists. Mike discusses 5 brand elements while Anu reveals his top 3 thought leaders.

Our industry creates hundreds of quarterly and yearly outlooks to influence financial advisors, institutional investors and others. Too frequently, they're written (or spoken) in a manner disabling anyone from internalizing that content. We'll discuss how rampant and why this occurs.

10 minutes on podcasts across asset management.