Getting in front of gatekeepers of institutional, wirehouse, broker-dealer and RIA firms is essential. But not all portfolio managers are prepared for the conversations. While anyone can get through a 30 minute meeting, increase the odds of a second meeting by avoiding these mistakes. Read more »
As more asset managers embrace digital technologies, few are connecting the dots between technologies which results in a disjointed approach to marketing, sales and client servicing. Good news is they are making progress, according to a recent industry survey. 
Most articles submitted to financial news editors never get published. But aren’t publications “desperate” for content? Not really. To increase the odds, don’t do these three things. 
I just received this "cold" email and wanted to share it (along with some pointers) with you. This is a great example of what not to write in an email. The sender claims to be a "digital marketing expert." Would you buy from him? 
There is little doubt that the mega-trends of the last several years have thrust the investment management industry into a period of transformative change. While still buttressed by a strong tailwind of asset-price inflation, investment management firms are facing increasing risks as the relentless downward fee pressure and passive flow migration threatens revenues and profits and, for some firms, their very existence. 
Do you want ideas on how to better use your sales reports to build stronger relationships with your current advisors? SalesFocus Solutions’ David Halligan, a client, penned this recent article that was also picked up in Money Management Executive. 
Suddenly, due to platform rationalization, the economics of running a boutique fund or fund family have soured and the sustainability of funds that are vulnerable to outflows has come into question. 
Website landing pages, home pages, content pages, and contact pages are not the same thing. What then is the difference, and why should asset managers and wealth advisors care? 
How much do you know about email marketing? Take this quiz to find out. 
Content done well can drive traffic, leads and prospects along the sales funnel to satisfied, referral-providing clients. How do you start?
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