Insights

It’s Another Sales Day: Do You Know Who Your Clients and Prospects Are?

In the competitive world of asset gathering, many asset management firms were started by and are currently run by portfolio managers. As such, they often believe that it is all about the investment engine that drives results. Sales and marketing... Continue reading

Risk: The Forgotten Angle for Active Managers

Much has been written about the flow of assets from active to passive strategies and the relevance of fundamental decision-making versus low cost investment options. However, typically articles only focus on relative performance and cost. The other... Continue reading

Sales Planning for Year End

The fourth quarter is often an opportune time for sales professionals to start thinking about 2017 goals. However, they should also make sure they are meeting and/or exceeding their 2016 goals. Specific goals can help the sales professional stay on... Continue reading

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