Member News
It all begins with an idea.
Bill Valone featured in webinar: Creating an Effective Capital Markets Team: A Guide for Emerging Sponsors
Date & Time
Jan 21, 2026 04:00 PM in Eastern Time (US and Canada)
Description
There are many ways to structure a capital markets team—and most sponsors aren’t aware of all the options. Whether you’re considering fully outsourcing national accounts and wholesaling, creating a hybrid structure, building your own in-house team, or partnering with a full-service MBD, your strategy should reflect your budget, distribution goals, and long-term vision. '
Join us in January as we walk through the primary models, the pros and cons of each, and practical guidance on how to build an effective distribution team. We’ll also discuss how sponsors can access benefits and HR support that help them stay competitive with established firms—at a more scalable cost.
This session is designed to help you understand the landscape, evaluate what fits your stage of growth, and make informed decisions about your capital markets team strategy in 2026.
Where Community and Marketing Intersect
It all begins with an idea.
I had the pleasure of discussing the vital connection between community engagement and effective marketing strategies in a conversation with Sarah Parkins of Birch Cove, a guest on her podcast.
As the Managing Director of WMMcGuire Marketing, our firm specializes in marketing services for the Registered Investment Advisor Community. I've learned firsthand the importance of community-driven marketing in driving business growth. Let's delve into some actionable insights derived from our conversation:
Prioritize Authenticity: Authenticity is the cornerstone of successful marketing. Ensure that your messaging aligns with your brand's values and mission. Authenticity breeds trust, and trust is essential for building lasting relationships with your audience.
Embrace Storytelling: Harness the power of storytelling to captivate your audience and evoke emotions. Share compelling narratives that highlight the journey of your brand, customer success stories, or the impact of your products/services. Stories create connections and foster brand loyalty.
Listen to Your Audience: Actively listen to your audience's feedback and incorporate their input into your marketing campaigns. Understand their needs, preferences, and pain points to tailor your messaging accordingly. By demonstrating that you value their opinions, you can foster a sense of community and engagement.
Engage in Two-Way Communication: Foster open and transparent communication with your audience. Encourage dialogue, respond to inquiries promptly, and address concerns effectively. Building a dialogue with your community fosters trust and strengthens your brand's reputation.
Create Value Beyond Transactions: Offer value-added content and resources to your audience beyond just promoting your products/services. Provide educational content, industry insights, or exclusive perks to demonstrate your commitment to their success and well-being.
Consistency is Key: Maintain consistency across all your marketing channels—from social media to email campaigns to in-person interactions. Consistent messaging and branding help reinforce your brand identity and build recognition among your audience.
Measure and Adapt: Continuously monitor the performance of your marketing efforts and adjust your strategies accordingly. Analyze key metrics such as engagement rates, conversion rates, and customer feedback to gauge the effectiveness of your campaigns. Adaptation is key to staying relevant in an ever-evolving market landscape.
Deploying effective and thoughtful marketing strategies requires a deep understanding of your audience, a commitment to authenticity, and a dedication to fostering genuine connections. By prioritizing community engagement and embracing these actionable insights, you can create meaningful interactions that drive long-term success for your brand.
I encourage you to listen to the full podcast episode for a deeper dive into the nuances of community and marketing. Whether you're a seasoned marketer or a business owner looking to enhance your brand's outreach, there's valuable wisdom to be gained from our discussion.