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 »

Don’t Open This Email Alert… or Else

Thank you for taking the time to open this email message and click to our website to read the full article. But, you shouldn’t have. Now we can track your every move digitally. And we can act on this information, if we choose. We promise, though, we won’t be a pain. Read more »

Global Asset Management 2019: Will These ’20s Roar?

Technology will effectively be table stakes in most markets. Getting it right will require a new strategic agenda and, usually, significant investment. Boston Consulting Group expects most firms to step up their sales and marketing digitization activities, leading to reimagined business models, new technology capabilities, greatly increased efficiency, and transformed client relationships, in their recent report. Read more »

Traits of the Modern PR Executive

Over the past decade, the role of the financial public relations professional has changed significantly; most notably, an increased correlation between sales, marketing and public relations. Because this link is blurring lines between the disciplines, PR professionals must act as strategic financial industry consultants and not merely tactical individuals. Read more »