Spoke Fund

Saving investors from mutual funds

  • Home
  • About
  • Funds
  • Contact

Join 200 Subscribers Today!

Learn How to Build and Launch a Spoke Fund. Sign Up Now!

February 12, 2014 by Cale Smith Leave a Comment

Transcript of the Conference Call

Cale Smith

We had 22 people on last week’s conference call. Below is a transcript. Please let me know if you have any questions.

Transcript of Spoke Fund® Conference Call, February 2014.

Filed Under: News

January 31, 2014 by Cale Smith Leave a Comment

Conference Call Next Friday

Cale Smith

Been too long. It’s time to reconnect. And never mind this social networking stuff. Let’s just do it the old fashioned way.

I will be hosting a conference call for old, new, and prospective Spoke Fund® managers at 1:00pm EST next Friday, February 7th. Dial-in info is below. And please consider this a forum, not a formal presentation. So come, learn, kvetch or otherwise fire away with questions.

Here’s the agenda:

  • Introduction around the (virtual) table
  • Recent developments and plans for 2014
  • What is working and what is not when it comes to…
    • Marketing and business development
      Newsletter
      Blog
      Advertisements – online and traditional
      Meet ups
      Conferences
      Research sites (Seeking Alpha, etc)
  • Operations
    • Tools and best practices
  • Compliance and Legal
    • Tools, firms and best processes
  • Research Idea Generation
    • Sources and tools
  • Communications
    • With clients
      With prospects
  • Things to improve and help spread the word, like…
    • Website changes
      Standardized literature to be used by everyone
      Research sharing
      Best idea presos
      Roundtable calls
      Need for additional tools
  • Future conference call schedule
  • Please let me know if you’d like to discuss anything else, too.

    And here is the call info:

    Dial-in number: 1 (605) 475-6006
    Access code: 548-1357

    Thank you and hope to talk more soon.

    Filed Under: News

    February 18, 2013 by Cale Smith 1 Comment

    One Vid to Rule Them All

    Cale Smith

    Remember that post about making an animated Spoke Fund video?

    Done.

    Courtesy of Gopal Gantayat of The Free Investors…

    Pretty sweet, eh?

    And Gopal has figured out a way that other spokesters can get the same video as the above – only personalized for you and your fund, too. Email me for details.

    And thank you, Gopal!

    Filed Under: Marketing

    Next Page »

    Join 200 Subscribers Today!

    Learn How to Build and Launch a Spoke Fund. Sign Up Now!

    Recent Posts

    • Transcript of the Conference Call
    • Conference Call Next Friday
    • One Vid to Rule Them All
    • New Performance Reporting Features at FOLIO
    • Idea for a Video on Spoke Funds

    Post Categories

    • Compliance
    • FOLIOfn
    • For Newbies
    • FundLaunch Conference
    • Marketing
    • Miscellaneous
    • News
    • Operations
    • Other Custodians
    • Philosophy

    Recent Comments

    • Gopal on One Vid to Rule Them All
    • Dave Evans on Idea for a Video on Spoke Funds
    • Dave Evans on Idea for a Video on Spoke Funds
    • Ellen Wurmbrand on Introducing the Next Great Spoke Fund® Manager
    • My interview on Spoke Fund website on Introducing the Next Great Spoke Fund® Manager

    Links

    • Above Average Odds
    • Arquitos Capital Management
    • ARTAIS Fund
    • Foothills Financial Planning
    • Free Investors
    • Islamorada Investment Management
    • Strubel Investment Management

    © 2021 Spoke Fund. All Rights Reserved.