Dubick & Associates
Market ResearchNew York, United States2-10 Employees
Dubick & Associates, a consulting company, helps firms identify and maximize their opportunities by leveraging their distribution and marketing capabilities. By assisting our clients to refine and capitalize on what they do best, Dubick & Associates helps them better identify, attract, and retain clients. Founded by Libby J. Dubick, who has over 25 years of experience in financial services marketing, strategy, and distribution, the firm offers a broad range of marketing services including research, analysis, strategic planning, product development, training, and client communications. A sweet spot is helping firms reach financial advisors. We have developed value-add programs for Prudential and Calvert funds, currently work with the Options Industry Council on their outreach to advisors, and write frequently on advisor marketing for publications including Investment News, Wealth Management Executive, and The Active Manager. All of our client services, from strategic planning through development and implementation, are customized. Services: A Complete Consulting Package From the first proposal to the final rollout, the firm brings its extensive industry experience and deep product knowledge to serve each client in a way customized to their needs. As a specialist in wealth management marketing our research and strategic planning capabilities aid firms in communicating with prospects and clients in targeted, straightforward and resourceful ways. Value-Add Programs Dubick & Associates value-add programs help firms build advisor relationships, enhance key account connections and create opportunities to present at firm conferences Advisor Communications Sales ideas and practice management tips are an integral part of advisor support. For more details on past projects and a list of our distinguished clients, please visit www.dubickconsulting.com.
1-888-653-2347 
support@leadiq.com 
