From Crisis Comes Long-Term Opportunity

The Mutual Fund Wire In this environment, sales managers and wholesalers need to take on the role of thought leadership ambassadors and communicate in multiple ways. This empowers advisors to choose how they want to interact with asset management firms. This article was written by our client Fugent and was picked up in Read more »

How to Make Sure Your Voice Doesn’t Get Lost in the Mix

With on-site visits and conferences off limits for the foreseeable future, nearly all asset managers are focused on building virtual communities of clients and prospects to communicate their news and views. Many advisors and consultants are already suffering from ‘digital overload.’ In our recent webinar, we outlined five strategies firms can use to make sure their voices don‘t get lost in the digital mix. Read more »

Active Management is Back: How Do You Take Advantage of It?

With passively managed funds dominating inflows over the past decade, market prognosticators said it would take a bear market to convince investors to reconsider actively managed funds again. Well, advisors and institutions may be more willing to listen to your success story. Our recent webinar explained how boutique firms can position their active management success stories front and center among their clients and prospects, even in a work-at-home world. Read more »

How to Be a Thought Leader in the Digital Era (video)

For asset and wealth managers, achieving thought leadership is essential. Thought leaders are viewed as people of influence, with recognized expertise, credibility and strong reputations. Thought leaders are financial professionals whose words matter. Of course, it’s difficult to become a thought leader. It requires a plan and a commitment to do the four things that most people won’t do. Read more »

Why PR and SEO Should Go Together

PR and SEO have very similar objectives, particularly authority. But an increasing number of asset managers are realizing that a good PR strategy coupled with a good SEO strategy can ensure your firm's content is actually found by the people who actually want it. Read more »

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 »