About the Author

Jay Nagdeman is President of Suasion Resources, a specialized organization that provides marketing consulting services exclusively to clients in the financial services industry. Mr. Nagdeman's undergraduate work in economics was at Indiana University where he was selected to study at Oxford University in that discipline. He completed his graduate work on the honors program at the University of Chicago and was subsequently asked to join their staff. He left academia to go to Wall Street where he held successive positions as Director of Investment Research, Director of Investment Management and Director of Marketing for major investment organizations. During that time he also served as a Contributing Editor for Barron's and, over the years, wrote on a diverse range of investment topics. Drawing from his front-line experience, Mr. Nagdeman founded
Suasion Resources to provide a viable resource for financial service firms in need of focused and disciplined marketing approaches that achieve revenue growth. The firm recently introduced
Online Financial Marketing to to help financial services organizations successfully and cost-effectively enhance their communications and marketing efforts.
For over twenty-five years Suasion Resources has created some of the industry's best practices while helping financial services organizations develop effective marketing approaches that
- focus their marketing resources on those initiatives where they will receive the greatest returns
- cost-effectively exploit under-utilized areas of marketing
- build brands not simply by promotion but rather by the experience and value that they offer.
This book shares many of the lessons the author has learned about concepts and approaches that are often overlooked by financial services marketers.