How many of these 13 wholesaler “worst practices” is your sales team guilty of? Thank you calls, meeting follow up calls, and lunch meetings are just a few behaviors that may be due for a makeover, according to our friend MaryAnne Doggett at Interactive Communications. Read More.
The Shifting Landscape of Distribution and Sales
Part 2 of a 3-part series focuses on opportunities and trends with distribution and sales teams to help boutique asset managers thrive.
