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The Value Perspective with Stacy Havener 2.0

The Value Perspective

CHAPTER

Navigating Branding in Asset Management

This chapter explores the establishment of a consultancy aimed at enhancing sales and marketing for investment boutiques, highlighting the speaker's journey from a marketing firm to founding their own company. It emphasizes the importance of authentic storytelling and personal branding in the asset management industry, especially in light of the transformative role of social media. Through anecdotes and insights, the discussion illustrates how individual engagement can outshine corporate identities, prompting a shift towards more relatable and purposeful branding strategies.

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