Looking to Raise Assets? Maximize Opportunities

By: NASA on The Commons

The second 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 maximize opportunities! Managers work diligently to get themselves in front of the ‘right’ audiences. Yet, often these chances are wasted with an ill prepared, or ill-conceived presentation. Is the firm prepared with the major touchpoints of an institutional marketing and sales campaign? Is the team prepped to answer questions? How well do you know the prospect and their priorities? This is the firm’s opportunity–do not waste it. Prepare in advance through diligent trial runs, internal Q&A devil’s advocate sessions and a full vetting of every component of the firm’s presentation.