A merger may look great on paper. Each firm has unique strengths which could produce a competitive powerhouse. But look for red flags.
Identifying the Intangibles that Could Derail a Promising Merger
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Asset Managers Agree, Brand and Reputation are Critical Factors in Growth
For boutique asset managers, a great reputation and consistent branding are critical elements for success. View this webinar for actionable tips.
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.
12 Ways for Asset Managers to Get More Out of LinkedIn
LinkedIn can help asset managers build relationships, strengthen brands, and increase credibility. It can also help attract leads. Here are 12 tips to get the most out of LinkedIn.
Breaking Through the Wall: A Cold Email Strategy that Worked
Normally this financial advisor trashed product-and-performance-pushing cold emails. But one call was different: the wholesaler focused on the advisors’ needs.
How Mutual Fund Adoptions Help Asset Managers Focus and Grow
Some fund managers have found success by joining companies with extensive distribution and well-planned marketing strategies.
Upscaling Your SMA Distribution Efforts with Automation
PowerPoint pitchbooks remain the most commonly used tool for presenting SMA solutions. Most firms use time-consuming, error-prone processes. Synthesis Technology’s Chris Ruppenstein explains how to increase AUM with automation.
Are “Swag Campaigns” a Marketing Gift or Curse?
I’ve received several “cold swag” gifts – boxes of delicious cookies and a pound of gourmet coffee. Then these vendors barraged me with follow up emails.
When it Comes to Sales Contacts, Quality Beats Quantity Every Time
Get out of “fishing expedition” mode, where you cast a thousand cold contacts hoping one will bite.
Finding a Strategic Partner for Access to Distribution
Part 1 of a 3-part series focuses on finding a merger, fund adoption or sub-advisory partner to help boutique asset managers thrive.
What Asset Managers Can Learn from Winning Hires
Would you hire a salesperson who produced $10 million in sales via cold calls? Use these strategies to upgrade your firm’s story around results, not process.
12 Ways to Strengthen Your Asset Management and Mutual Fund Websites
How can you tell whether your website is helping or hindering your efforts? A good way to start is to evaluate its effectiveness by candidly answering 12 key diagnostic questions