What are the best practices for sales teams at investment management firms? What are their biggest obstacles? How can they overcome them? How much new business can they win if they do? Synthesis Technology’s Emilie Totten, a client, shares her industry Insight.
What Boutique Asset Managers Can Learn from Big Firms’ Website Mistakes
Big firm websites are missing the mark. Learn how boutique asset managers can sidestep these pitfalls and create an advisor-friendly website that attracts and retains investors.
