Author: alanchu

geralt / Pixabay

What The Marketing Books Don’t Say…

To begin, you need to be prepared to relinquish some control. Nothing happens without the social participation, and you will surely encounter opinions that differ from your own. You can’t control this. People will say offensive, negative and inaccurate things. […]

By Amin (Own work) [CC BY-SA 4.0], via Wikimedia Commons

Allocators Use Mobile Devices, Too

WE ALREADY KNOW THAT THE MOBILE DEVICE (A.K.A. YOUR SMARTPHONE) IS USED MORE THAN EVER BEFORE. WHAT WE TEND TO OVERLOOK, HOWEVER, IS THAT IT’S USED WITH MUCH MORE INTENT THAN MOST THINK. In moments of need… People turn to […]

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Soothing Allocator Anxiety

Place yourself in the shoes of an allocator… There are dozens of online resources producing limitless amounts of information on the next best thing. You are expected to absorb and process all of it. At the press of a button […]

geralt / Pixabay

Alternatives Marketing Decks and Mental Impressions

Asset managers overestimate the time and attention people invest in their marketing decks. Case in point, upon initial review, will anyone recall the stages of your investment process or intricacies of your investment strategy… doubtful. But that’s not the objective […]

TeroVesalainen / Pixabay

4 Sales Strategies to Help Close The Deal

Everyone has their own style of engaging prospective investors and moving them through their pipeline. Having your own sales strategy mapped out helps you close deals more efficiently. In our conversations with managers, we’ve found 4 sales personas that seem […]