Upscaling Your SMA Distribution Efforts with Automation

Even in this digital age, PowerPoint-based pitchbooks remain the most commonly used marketing tool for presenting SMA solutions. And most firms are still using time-consuming, error-prone processes to produce them. Synthesis Technology’s Chris Ruppenstein explains how to stop the madness, and increase AUM, with automation. Read more »

Are “Swag Campaigns” a Marketing Gift or Curse?

Over the past few months, I’ve received several “cold swag” gifts - boxes of delicious cookies and a pound of gourmet coffee. Then these vendors barraged me with follow up emails. I wonder whether the return on investment of these cold-swag campaigns justifies their costs. And under what situations should they be used? Read more »

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 »

Finding a Strategic Partner for Access to Distribution

Part 1 of a 3-part series focuses on finding a merger, fund adoption or subadvisory partner to help boutique asset managers thrive. This article was summarized from our recent webinar, in collaboration with UMB Fund Services, “Pandemic, Strategic Plans and Growth” which shares actionable insights from industry leaders going all-in on growth in 2022. 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 »