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Quality, quantity, and utility—Advisor Atlas teams data positions asset managers to grow in 2021

Quality, quantity, and utility—Advisor Atlas teams data positions asset managers to grow in 2021

2020 was a year unlike any other and while obstacles sprung up across the world around every corner, Advisor Atlas aimed to continue to improve the quality, quantity, and utility of our teams data.
Products (SMA, UMA, etc.) on platforms? How to solve the visibility problem

Products (SMA, UMA, etc.) on platforms? How to solve the visibility problem

Depending on your business you may have multiple products that you are selling directly and through different channels and platforms. Bringing non-Mutual Fund data, such as SMA, UMA, CIT, UCIT, and more, into your ecosystem may present a visibility problem. Let’s look at SMAs (Separately Managed Accounts) as an example, illustrate where the problems arise, and share an approach for how to solve them.
SalesPage Enterprise Winter 2020: Your data, better

SalesPage Enterprise Winter 2020: Your data, better

You rely on external, third-party client and sales data to build and supplement your in-house data. Our just-out SalesPage Enterprise Winter 2020 release includes several enhancements to help you import, connect, transform, review, and share that data.
#givingback: Spreading holiday cheer at SalesPage

#givingback: Spreading holiday cheer at SalesPage

12/22/2020 by

#givingback: Veterans Day Taps with Leward Fluty

11/25/2020 by
In our series #givingback at SalesPage, we highlight the different ways that members of our team are involved in their communities. One of our core values is passion, and we believe in the power of our people to be a positive force within their team and community. Our team member feature this month is Leward Fluty, a Senior Data Analyst at SalesPage. Leward is a lifelong trumpet player and volunteers his time and talent for Taps for Veterans. Check out this post to watch a video of Leward performing Taps at the headstone of his grandfather on Veterans Day. 
Asset managers overcome data struggles for distribution wins

Asset managers overcome data struggles for distribution wins

Get the data right first, then build your distribution strategy and infrastructure around it. That was the key theme from a panel I moderated at The SME Forum last month. The topic was inspired by Ignites’ article Data Bytes: Sales Teams Struggle to Use Analytics and panelists shared insights into their progress and some obstacles they have encountered in the pursuit of a data-driven distribution strategy. After having some time to reflect on their insights, here are three approaches asset managers are using to get the data right and use it effectively in distribution.
4 years later: Moneyball lessons learned

4 years later: Moneyball lessons learned

In September 2016, we published a post: Journey to 2020: Asset Managers using Moneyball lesson to grow. Now, just over 4 years later, we revisited the themes discussed in that article to share what we’ve seen and learned.
Managing internal sales teams in a COVID-19 world. Desk Managers share best practices.

Managing internal sales teams in a COVID-19 world. Desk Managers share best practices.

Managing internal sales teams during the pandemic has presented unique challenges as well as opportunities to experiment with new sales and management strategies. SalesPage held a virtual roundtable with over 30 participants, primarily Internal desk managers representing over 20 different SalesPage and SalesStation clients, to share ideas, challenges, and strategies on managing in a COVID-19 world. Let’s review some of the key themes and highlights captured during the discussion.

Humanergy blog feature by SalesPager Kassie Hauenstein

11/02/2020 by
For many of us, the calendar flip from September to October marked the six-month point for our new reality created by COVID-19. Fall always seems like a time for change, but the chill in the air cuts a little deeper when you realize that, on top of everything else, we are once again staring down another long winter. If you have noticed an energy shift – feeling more impatient, frustrated, or tired in recent weeks – you are not alone. Experts call this the “six-month wall,” and it is considered a normal and expected part of a transformative situation like a global pandemic.

#givingback with Ana Evans and Southwest Michigan AMA

10/28/2020 by
Our first team member feature, in our series #givingback at SalesPage, is Ana Klackle Evans, the Director of Marketing at SalesPage.