Investing in tactics can help, but your firm will be better off by encouraging greater flexibility and participation among those who can play a more effective role in delivering your message to the marketplace. Here are four suggestions to start this process. Read Dan Sondhelm’s latest contribution to NASDAQ.
First impressions count. Asset managers finally scoring a meeting with an investment consultant or an asset owner aim to make sure things run as smoothly as possible. FundFire asked allocators and marketing consultants to share what they think asset managers should keep in mind to ace the virtual first meet. Dan Sondhelm opined for this article.
With the COVID-19 crisis curtailing on-site sales meetings and networking at conferences, asset managers have been scrambling to produce more digital content for consumption at home by their clients and prospects. But is upping the frequency enough to be heard? As featured in Nasdaq.
To remain competitive in a world where effective virtual communications will become more important than on-site meetings, sales, marketing, client service and portfolio management teams will have to collaborate more closely than ever to develop laser-focused strategies for cultivating and retaining advisor relationships. Our recent industry report was referenced.
Janus Henderson has not yet reported material growth in three years since the mega merger. How can they drive modernization across products, capabilities and global client servicing going forward? Dan Sondhelm commented for this article.