Ulicny 4D Method

Our multi-faceted 4D perspective helps you meet investors where they are today.

Differentiation
Identify opportunities to stand out with investors.

Data
Use what you know about investors to engage and serve them better.

Delivery
Make digital engagement as effective as in-person.

Distribution
Integrate your sales team to build investor engagement.

Asset Manager Relaunches Events Strategy

Learn how one asset manager successfully revamped events to increase engagement and serve investors based on what they need right now.

Asset manager uses LinkedIn ads to reach RIAs.

Learn how one firm generated quality leads and grew its business by precisely targeting registered investment advisors (RIAs) on LinkedIn.

The foundation of a successful social media strategy? Partnership with compliance.

Our four-step guide and checklist will help you strengthen the key partnership you need to succeed.

Looking to generate better sales leads?

Client personas help you boost sales and build engagement around the investors you want to attract.