Development 8 Ways Marketers Can Get Portfolio Managers to Say “Yes”

CNBC just called, but your portfolio manager is “unavailable.” Your head of sales wants your expert to talk in a due diligence conference to hundreds of advisors. “Sorry.”

Maybe they’re busy “managing the money,” or they’re uncomfortable or too introverted, or maybe they’re simply not interested in the topic. Regardless, how can you get your portfolio managers to better participate in the sales and marketing process?

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