Part 2 of a 3-part series focuses on opportunities and trends with distribution and sales teams to help boutique asset managers thrive.
The Shifting Landscape of Distribution and Sales
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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.
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.
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.
Three Ways to Boost Your Salespeople’s Results
Your sales team may think they have the toughest job in the firm. They may be right….if they don’t have lead generation support from marketing.
Time to Prepare Now for the Future of Wholesaling
With wholesalers bound to their desks (or homes), what should sales managers do to prepare for the future of wholesaling? Fugent’s Michelle DeMond-Axelrod penned this article for MFWire.com.
From Crisis Comes Long-Term Opportunity
Sales managers and wholesalers need to be thought leadership ambassadors and communicate in multiple ways. This empowers advisors to choose how to interact with asset managers. Our client, Fugent, wrote this article picked up by MFWire.com.
Advisor Survey: Give Advisors What They Want
For asset managers looking to grow AUM, knowing what your target market wants and delivering it the way it wants is the key to increasing advisor engagement. A FUSE survey provides insights for boutiques.
You Can’t Afford to Make a Bad Voicemail Impression
Here’s a transcript of a recent call, a list of mistakes, and what should have been said.
Institutional Marketing Moves into the Spotlight
Disruption in the asset management industry has driven managers to pursue new strategies. Research from Chestnut Advisory Group indicates the best managers are taking a marketing-led approach.
Getting Introductions as a Highly Referable Advisor
When asked where their very best clients came from, successful financial advisors will likely say “referrals,” which raises the question “why don’t more advisors ask for referrals?”
Happy Days are Here Again?
You might think investors have returned if you read the headlines for Morningstar’s latest Direct Fund Flows Commentary. And that active funds have rebounded. Think again. Behind the headlines, the numbers aren’t as impressive.