Enhancing Communications in a Stay-at-Home World

The twin slams of the spread of the Coronavirus and the first bear market in a decade have created the most challenging environment for asset managers since the Great Recession. How are asset managers handling the pandemic and client engagement? Read more »

Advisor Survey Stresses Importance of Giving Advisors What They Want

For asset managers looking to grow AUM, knowing what your target market wants and delivering it the way it wants is the key to increasing advisor engagement. Though the top-ranked leaders generally were the largest asset managers, the FUSE survey provides valuable insights for smaller firms seeking improved results from their marketing efforts. Read more »

Defining, Empowering and Rewarding Change in Your Organization

In a recent article, I suggested four ways boutique asset managers can transform their sales and marketing culture. But before you can implement these change strategies from the top-down, it’s important to create a strong business case, backed by research, that specifies how the changes you’re recommending will deliver the specific results you need to Read more »

Plain-speaking the language of retail investors

Portfolio managers and analysts generally feel most comfortable interacting with highly sophisticated institutional consultants and wealth managers who are well versed in the highly technical and jargon-laded lingua franca of the investment world. But as many asset managers find themselves struggling to capture new inflows, they’re asking portfolio managers and analysts to communicate directly with Read more »