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
