How Best To Deliver Bad News To Wealth Management Clients
It is not a good idea for wealth managers to hide or ignore bad news. Instead, you should flag problems to your clients as soon as possible – and explain context and causes, along with any action you’re taking to help the situation. This paints you in a much better light. But too many wealth […]
How Funds Can Use Digital Marketing Analytics To Raise And Retain Assets – Part Three
This is the third in a series of posts examining how funds can best use digital marketing analytics to increase AuM. I’m going to start with a scary statistic: In a recent survey, 75% of sales managers in the fund space said they wanted more sales productivity. Yet 83% of firms admitted to not having […]