Insights

Does Your Sales Pipeline Look Like a "Hail Mary" Pass?

In a December 2015 game against Detroit, the Green Bay Packers were set to lose when they pulled off a 61-yard Hail Mary touchdown pass. While exciting for Packer fans, many would admit that the fourth-down pass is not a dependable long-term... Continue reading

How to Identify the Sales Professional from the Sales Pretender

In an asset management firm, a portfolio manager’s effectiveness is determined by performance results over several time periods. With your sales staff, how do you know if they are making progress toward their goals? What metrics are most effective... Continue reading

Is Your Pipeline Dependent on Performance?

Does your firm have a strategy in place to build a pipeline of new business? Some asset managers tend to de-emphasize new business development in favor of investing in product manufacturing. They believe that having superior risk-adjusted... Continue reading

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