Blog Direct-to-Investor Mutual Fund Marketing In the digital age, mutual fund companies are increasingly adopting a direct-to-investor marketing strategy to…David FisherFebruary 13, 2024
Blog Making the Most of Selling Agreements For mutual fund companies, establishing a selling agreement with a financial advisor firm is a…David FisherFebruary 6, 2024
Blog Profiling Potential Investors Understanding the profile and preferences of potential investors is vital for a mutual fund company's…David FisherJanuary 30, 2024
Blog Sales Sync: Aligning CRM with Market Dynamics for Superior Sales Growth The structure and functionality of a customer relationship management (CRM) system is critical to the…David FisherJanuary 24, 2024
Blog Understanding Advisor Teams Mutual funds and ETFs market their products to financial advisors by a number of means:…David FisherJanuary 17, 2024
Blog The Partnership Approach to 22c-2 Compliance Incorporating personal customer service into 22c-2 compliance reporting and the identification of money laundering offers…David FisherJanuary 9, 2024