Sales are so important, yet many firms actually practice sales prevention. Here are the ways and what they can do instead. Read more »You Can’t Afford to Make a Bad Voicemail Impression
Posted by Dan Sondhelm
An advisor friend gets about 10 cold calls a week from mutual fund wholesalers. The number he returns? Zero. Here’s the transcription of one recent cold caller, a list of mistakes he made in his message, and what he should have said instead. Read more »Don’t Open This Email Alert… or Else
Posted by Dan Sondhelm
Thank you for taking the time to open this email message and click to our website to read the full article. But, you shouldn’t have. Now we can track your every move digitally. And we can act on this information, if we choose. We promise, though, we won’t be a pain. Read more »M&A: The Price of Overpaying for Past Performance
Posted by Dan Sondhelm
How is the business of baseball similar to the business of mutual funds? For both, it’s dangerous to overpay for performance. Read more »Global Asset Management 2019: Will These ’20s Roar?
Posted by Dan Sondhelm
Technology will effectively be table stakes in most markets. Getting it right will require a new strategic agenda and, usually, significant investment. Boston Consulting Group expects most firms to step up their sales and marketing digitization activities, leading to reimagined business models, new technology capabilities, greatly increased efficiency, and transformed client relationships, in their recent report. Read more »What Gatekeepers Want From Manager Meetings
Posted by Dan Sondhelm
Citywire looks back at their professional buyer Q&As from the first half of 2019 and recaps gatekeepers' best and worst experiences when meeting managers. Read more »How to Be a Thought Leader in the Digital Era (video)
Posted by Dan Sondhelm
For asset and wealth managers, achieving thought leadership is essential. Thought leaders are viewed as people of influence, with recognized expertise, credibility and strong reputations. Thought leaders are financial professionals whose words matter. Of course, it’s difficult to become a thought leader. It requires a plan and a commitment to do the four things that most people won’t do. Read more »Traits of the Modern PR Executive
Posted by Milin Iyer
Over the past decade, the role of the financial public relations professional has changed significantly; most notably, an increased correlation between sales, marketing and public relations. Because this link is blurring lines between the disciplines, PR professionals must act as strategic financial industry consultants and not merely tactical individuals. Read more »Creating the “Billions” Impression to Prospective Buyers
Posted by Dan Sondhelm
Do you watch Billions? It’s an over-the-top, testosterone-charged soap opera centering around two alpha males who run a wildly successful hedge fund. Not all money management firms scream wealth, innovation, energy and success like Axe Capital. When it’s time to grow (or sell), take these steps to avoid making a bad impression. Read more »With M&A on the Rise, Firms Face Data and Content Challenges
Posted by Dan Sondhelm
Industry consolidation is causing more asset managers to rethink how they can successfully integrate their information flow, systems, compliance, data and branding. What mistakes are they making and what lessons are they learning to support efficient centralized marketing operations? Synthesis Technology’s CEO John Toepfer shares his insight with MFWire.com. Synthesis is a client. Read more »
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