According to a Synthesis survey, less than 25% of investment management firms say they’ve totally complied with the SEC’s Modern Marketing Rule. Are you on track to full compliance?
The SEC’s New Modern Marketing Rule: Are You Prepared?
read more
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.
9 Steps to Develop Your Strategic Plan
When was the last time you reviewed your growth strategy? How about your sales retention efforts, marketing technology, or investment story? No time like now to review and improve.
Asset Manager Marketing: Pandemic Lessons Inform Future Strategies
The pandemic has caused uncertainty about the industry’s future. In this Guest Post, SalesPage’s Ana Evans surveyed their clients to better understand the lessons learned so far.
Client Engagement for Boutique Asset Managers (Webinar)
How are you weathering the storm? Download our interactive webinar “How Boutique Asset Managers are Adjusting to the New Reality” now.
Dynamic Marketing for Asset Managers (Webinar)
At at Third Party Marketers Association meeting, Dan Sondhelm spoke about how to use LinkedIn better. Other experts discussed digital marketing and institutional databases.
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.
4 Ways to Transform Your Firm’s Sales and Marketing Culture
How can you change your company’s sales and marketing culture? Here are four suggestions to start the process.
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.
How A Stay-at-Home Boutique Firm CEO Became a YouTube Star
A Sondhelm Partners’ webinar explained how the CEO at one boutique firm is literally leveraging the current work-at-home environment to make her videos stand out.
Is HR on the line? – Gatekeepers Best and Worst Meetings
Citywire highlights it’s top Q&As in 2019, in which eight gatekeepers recount their best and worst investor interviews, from overconfident PMs to preposterous historical returns.
Plain-Speaking the Language of Retail Investors
Are you plain-spoken when talking with investors? Do you frequently say alpha, correlation, duration, exposure, risk-adjusted returns, and more? For clients, it’s all Greek. Read on for our list of words to avoid.