Asset Managers/Custodians/Insurance Companies
Common Challenge:
Advisors, especially the largest ones, are inundated. According to recent research by Cogent, the average advisor is contacted 126 times a month with investment product outreach alone. In a world where asset management and custody are becoming increasingly commoditized, it can be difficult to get in the door and be heard above all the noise. A well-crafted and executed thought leadership program can help your sales force increase their credibility and efficacy to build connections that increase share of wallet and net new business.
Common Goals:
Provides sales team with a powerful program that:
- Enhances the credibility and effectiveness of your sales team
- Provides intellectual currency that opens doors to the most attractive practices
- Supports a new product launch
- Builds and strengthens brand positioning
- Generates net new assets
- Earns greater wallet share and increased loyalty among existing clients
Uncommon Results:
Case Study: Asset Manager Dramatically Increases Market Share – The ROI of Wholesaler Training