It’s critical to get out of “fishing expedition” mode, where you cast a thousand cold contacts hoping one will bite. Instead, hone in on those advisors who are most likely to be interested in your products. And then deliver a message with an irresistible hook that will land you that all-important first meeting. Read more »
Who would you hire – a person who said they “made cold calls” or “generated $10m in production through cold calls.” The answer is obvious. Use these strategies to upgrade your firm’s story around results, not just process. 
How can you tell whether your website is helping or hindering your efforts? A good way to start is to evaluate its effectiveness by candidly answering 12 key diagnostic questions 
If you have been too busy being reactive to focus on your distribution strategy for 2021, don't worry, there is still time to focus and kick start the year with a sound growth strategy. Here are 9 things you need to focus on to get it done. 
The most successful asset managers have embraced Zoom for video conferencing. In this article, we’ll point out the common mistakes that asset managers are still making on Zoom calls, and how to avoid them. 
If your asset management firm is considering building or updating your website, it can be a struggle to ensure it is built for growth. Does your website look the part? Here are 73 questions to ponder at the start of your website build or update journey. 
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. 
If you’ve been implementing strategies to elevate your asset management firm’s brand and credibility, but haven’t elevated your media relations strategy, your firm may not be maximizing its potential for visibility and AUM growth. Here are tips for a public relations strategy in a digital world. 
Dan Sondhelm presented at the Third Party Marketers (3PM) webinar “How to Strengthen your 2021 Growth Strategy in Spite of Covid-19.” Watch the replay. 
"Normal” will not return. The new professional playground in wealth management is the digital realm. That requires a change in the way that we think about online engagement. It is not a temporary solution as we wait for the pandemic to go away. It’s how we do business now.
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