Boutique asset managers often debate which client segments offer the best potential. Too often, these firms swing for home runs, but there are also advantages to hitting singles and doubles.
Increasing Your Asset Win Percentage (AWP)
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5 Ways Asset Managers Can Increase Advisor Engagement
Do you want ideas on how to better use your sales reports to build stronger relationships with your current advisors? SalesFocus Solutions’ David Halligan wrote this article in Money Management Executive.
Platform Cuts Force Boutiques to Survive
Due to platform rationalization, boutique fund economics have soured, and assets have become vulnerable to outflows.
8 Ways Marketers Can Get Portfolio Managers to Say “Yes”
One common challenge marketers face is getting your portfolio managers to say “Yes” to participating more often in the sales and marketing process. Here are some tips.
What Best Practices Have Become Worst Practices?
Wholesalers now have a new set of best practices. How many of these 13 wholesaler “worst practices” is your sales team guilty of?
Four Ways to Handle Your Rogue Wholesalers
You have a great story, slow sales, and wholesalers running rogue. Their production doesn’t justify your investment in their compensation. How do you get the most from your sales team?
Clean Shares: A Fiduciary-Friendly Solution for Asset Managers
Do asset managers—big, boutique, and growing—need yet another new share class? The answer is yes if you want to be fiduciary-friendly.
Wooing RIA Gatekeepers: The “VIP Approach”
Many fund companies know that Registered Investment Advisors (RIAs) are the future of the intermediary business. This is a clear challenge for fund distribution teams.