2024 has been a great year so far for equities and securities in general. But many asset managers have a problem: no or few new clients. Many firms know they need to build a sound strategic plan for next year, quickly, but don’t know where or how to start. No need to worry. We’ve developed an 11-step strategy to create your growth plan in just 30 days.
Tag: asset managers
Bob Newhart’s Unlikely Lessons for Portfolio Manager Communication
Bob Newhart’s comedy holds surprising lessons for boutique asset managers. Discover how a classic TV interview may transform portfolio managers into communication powerhouses. Your assets under management might thank you.
Dan Sondhelm to Lead Jeopardy! Asset Growth Edition Session at The SME Forum
Are you ready for an exciting and educational experience at the upcoming 2023 Spring SME Forum in Scottsdale, AZ? Join us for a game-show-style session unlike any other – Jeopardy! Asset Growth Edition. As the host, I will lead the session alongside other industry professionals, ensuring an engaging and interactive experience for all attendees.
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