The tenth tip to maximizing your marketing and sales effort according to The Road to AUM: Driving Assets Under Management through Effective Marketing and Sales, is to keep it positive because good karma counts. Managers must come to the table, and stay at the table for long enough, and with good energy about them, to… Read More
Through the research process for The Road to AUM, it was made clear by numerous institutional research professionals, particularly those closer to client contact, that managers and marketers alike needed to exhibit greater sensitivity to what is happening on the other side of the fence. What were the institutional research professionals faced with? What deadlines… Read More
The ninth tip to maximizing your marketing and sales effort according to The Road to AUM: Driving Assets Under Management through Effective Marketing and Sales, is to keep it interesting. Content and conversation must follow through on key messaging from beginning to end. Whatever the firm’s core messaging is, whether it be about process, transparency,… Read More
The eighth tip to maximizing your marketing and sales effort according to The Road to AUM: Driving Assets Under Management through Effective Marketing and Sales, is to understand the Importance of Integrity In the sales process. To get hired by institutions, a manager must demonstrate sufficient depth and consistency in team and track record, over… Read More
The seventh tip to maximizing your marketing and sales effort according to The Road to AUM: Driving Assets Under Management through Effective Marketing and Sales, is to understand that structure matters. Structure of firm and offering are critical elements to successful institutional asset gathering. Managers often think that ‘great performance’ will override these core elements.… Read More
The sixth tip to maximizing your marketing and sales effort according to The Road to AUM: Driving Assets Under Management through Effective Marketing and Sales, is to be consistent: show up and follow up. A key component of long-term success is consistency. Institutional research professionals have enough experience to know how true this is. Here… Read More
The fifth tip to maximizing your marketing and sales effort according to The Road to AUM: Driving Assets Under Management through Effective Marketing and Sales, is to understand what risk means to institutions. The two risks that respondents discussed repeatedly for which managers should remain focused are: (1) firm viability and the risk of the… Read More
The fourth tip to maximizing your marketing and sales effort according to The Road to AUM: Driving Assets Under Management through Effective Marketing and Sales, is to focus on fit—not performance. Institutions are seeking firms that they can hire, engage and partner with for several years. They often need to introduce these firms to their… Read More
Managers come in all shapes and sizes and have a variety of histories. Regardless, institutions are looking to work with stable, well structured organizations. Depending on firm structure and history, here are the types of team hurdles managers should be prepared to address: Key man/woman, or married couples’ business ownership and/or portfolio management Family business… Read More
The third tip to maximizing your marketing and sales effort according to The Road to AUM: Driving Assets Under Management through Effective Marketing and Sales, is to manage costs! Institutional marketing Is a marathon, not a sprint. Spend wisely. Be frugal where you can and spend where it matters. Think about where the firm is… Read More
