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Do Small- and Mid-Sized Money Managers Stand a Chance? |
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Do Small- and Mid-Sized Money Managers Stand a Chance?
For all the strategy hand-wringing at small- and mid-sized money managers, perhaps their biggest challenge is finding a way to be relevant.
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3 GUARANTEED Ways To Dumb Down Your Marketing |
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 Looking for a surefire way to suck the life out of your marketing efforts? Listed here are the three things not to do.
Deny or Limit Client Access
It doesn’t matter whether it’s inside a distributor or at an asset manager, real marketing is all about client advocacy. It’s about making sure the company is meeting client needs by offering the “right product” to the “right customer.”
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