Author Archives: John Pumphrey

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Making the most of your post-COVID business travel

Making the most of your post-COVID business travel

Michigan is starting to reopen, and workplaces are beginning to transition back to some version of “normal” business. For many distribution professionals in asset management, this means getting back on the road for the first time in over a year. We took a deep dive to examine the impacts of COVID-19 on business travel and explore how distribution organizations are using advisor team data to maximize the ROI of business trips.
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.