When it Comes to Sales Contacts, Quality Beats Quantity Every Time

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 »

What Asset Managers Can Learn from Winning Hires

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. Read more »

9 Easy Steps to Develop Your Strategic Plan in 30 Days

EFT 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. Read more »

73 Questions to Ask When Upgrading Your Website for Growth

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. Read more »

Public Relations in Today’s Digital World

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. Read more »

Developing a Virtual Advisory Service as a Growth Strategy

Virtual Advisor "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. Read more »