Salespeople like doing things their way and can be resistant to change, especially when it comes to implementing new sales technologies. Katie Martz at Synthesis, our client, discusses five strategies for improving adoption in MFWire.com.
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9 Quick Tips: The Boutique Asset Manager’s Guide to Engaging High-Value Advisors
How can boutique asset management firms improve their competitiveness, build their brand, and compete for assets? Discover the nine top tactics boutique managers use to attract high-value financial advisors.
