Surgical Marketing Ideas
In marketing traditional financial products you are never entirely certain which prospective customers may have a need or desire for your product and message. Using Values-Based investing, it is easy to identify prospective investors who would be interested in your values-based message. For example, Pro-Life groups; Catholic and Christian Colleges and Foundations; Churches; Church groups; Conservative political organizations, supporters and donors; and Church Endowments.

Sales Examples:
Contact a Crisis Pregnancy Center, which is supported by private donations and managed by a local board. Propose a joint workshop marketed directly to the financial supporters of the Center. The workshop will educate them how they can fight the abortion agenda through their pocketbook rather than the voting booth. Every attendee will be pre-qualified as an investor and as highly motivated toward your message of cultural investment screening. Offer a no-obligation audit of their existing investments to let them know if they unwittingly own companies profiting from the business of abortion.

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All information provided is believed to be accurate but is not guaranteed. Any discussion of mutual funds or investments should not be construed in any way to be sales recommendations or investment advice. Our service is specifically to identify the cultural integrity represented in mutual fund portfolios.



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