Credo’s monthly marketing bulletins are 4-page executive briefs. Each bulletin is a tight synthesis of information along with insights about what the subject means to your business. Credo relies on a combination of qualitative research, quantitative research and desk research to produce these briefs and each is designed to focus the executive’s attention on an important marketing matter.

Despite regulatory constraints, advisors and dealers have been conditioned to rely on others to assemble and execute many business development and marketing initiatives. This brief looks at specific examples where cooperative marketing initiatives can work. It also offers some important cautionary notes about cooperative marketing.