David Fisher

I n the competitive landscape of investment fund sales and marketing, insights from robust sales…

T he benefits of sales reporting depend entirely on complete and clean sales data. The…

The process of collecting and interpreting raw sales data from the intermediary is only the…

The process of acquiring and preparing sales data from intermediaries for data cleaning and sales…

The Unique Value Proposition (UVP) of your mutual fund offering serves as the cornerstone of…

In marketing of mutual fund investment products, understanding the competitive landscape is essential for developing…