Chief Risk Officers (CROs) for investment funds have a range of concerns in effectively managing…
David FisherDecember 5, 2023
To carve out a substantial market share in the competitive landscape of asset management, sales…
David FisherNovember 21, 2023
How to Identify, Understand and Leverage Advisor Team Data SFS has been a long-time partner…
David FisherNovember 14, 2023
A seismic shift is occurring in the relationship between fund companies and intermediaries. Compliance requirements…
David FisherNovember 6, 2023
The best and most effective sales strategy is data-driven and results-oriented. The most valuable data…
David FisherJuly 3, 2023
All the things your data is telling you about buyers and sellers, sales channels, campaign…
David FisherMay 1, 2023
Up to this point, we have focused on the people in your sales strategy. But…
David FisherApril 13, 2023
Data is your key to sales success. Every kind of data you collect in your…
David FisherMarch 10, 2023
In Part 1 we identified the WHO of your sales performance - your buyers and…
David FisherMarch 2, 2023
In Part 1 we talked about the WHO of your sales performance - how sales…
David FisherFebruary 23, 2023
Your sales team should not spend their time hunting for opportunities - your historical sales…
David FisherFebruary 16, 2023
