Are You “Bearly” Prepared?

At some point, the bad times will return. When they arrive, some asset managers will find new revenue opportunities, while others will need to go into survival mode. The smart firms will anticipate where they could end up and start preparing for the inevitable. Read more »

Article Goes Viral with a Little Help

I've earned my share of retweets, likes and followers on Twitter over the years. But four years ago this month, Donald Trump helped a few of us become famous, sort of. Read more »

Ready? Set? Go to an Industry Conference

Industry conferences can be a great place to showcase your funds and engage advisors. They provide unparalleled opportunities for you to play with the big boys, setting up your booth alongside some of the most well-known brands in the industry. Is it really worth the money? Read more »

5 Strategies for Getting Salespeople to Adopt New Tech

Salespeople like doing things their way and can be resistant to change, especially when it comes to implementing new sales technologies. Katie Martz at Synthesis, our client, discusses five strategies for improving adoption in MFWire.com. Read more »

You Can’t Afford to Make a Bad Voicemail Impression

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 »