Times are changing in financial marketing – and fast – probably not what a certain Mr. Robert Allen Zimmerman was singing about.
A new breed of digital-savvy investors are entering the market– millennials for whom it’s second nature to get all the information they need from digital channels, including advice on where to put their money.
You can read more about them in one of my latest blogs.
You must take note of these new investors, as they will soon be dominating the market. So, you need to adapt your marketing accordingly – or you’re going to get left behind in the race to raise assets. Take a look here to find out more.
But why am I referring to the classic Arthur Miller play, Death of a Salesman? Because the days of your top sales reps – the relationship managers – may be numbered, thanks to the ever-increasing importance of digital information. Read more here.
I explored all these themes, and more, during a recent ProFundCom breakfast briefing in the opulent surroundings of the RAC Club in Pall Mall. You can read a summary of the whole event here.
And, talking of events, we recently upgraded our event management app to make it better than ever. You can now create an event in minutes and use the app to manage the whole cycle from beginning to end. Click here for the details.