Too many firms search for certainty in marketing: a formula of “X” emails plus “Y” commentaries equals “Z” sales. However, asset management requires building a relationship pipeline, and relationships aren’t formulaic. Success requires nuance. It... Continue reading
Insights
The Increasing Importance of Home-Office Interaction
Published in October 2024
As the Financial Advisor channel becomes more challenging to cover due to the continued growth of the fragmented RIA channel and the shrinking broker/dealer community, home-office interaction has taken on greater importance in an overall... Continue reading
An Opportunity to Capture More Market Share
Published in July 2024
After a difficult 2022 where equity mangers experienced a 20%+ decline in AUM, many asset managers have turned to expense rationalization to regain firm profitability. With expense reduction in vogue, headcount becomes the primary chopping block.... Continue reading
