Search posts by category

Jan 25, 2019

2019 asset and wealth management predictions

Innovative disrupters, powerful economic forces and irreversible societal trends are shaking up asset and wealth management in ways we haven’t seen before.

Nov 26, 2018

What does sales modernization have to do with National Accounts?

What does sales modernization have to do with National Accounts? This is a question I asked myself in preparation for our annual National Accounts Roundtable in New York City. Perhaps I should’ve replaced "sales" with "distribution." The reality is both national sales teams and national account teams need to modernize. While the targeted audience differ (financial advisory practices vs. home office due diligence teams), individuals on both sides of the aisle need to be more efficient and effective at building strong relationships with key decision-makers.

Sep 19, 2018

Marketers: Focus on building strategic relationships with account-based marketing

As home office relationships become more powerful, national account teams at many asset management firms are naturally becoming more important as well. Yet at most firms, initiatives to work with these national (also known as key or strategic) accounts are poorly coordinated.

RSS

Theme picker