Author Archives: Tom Larson
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Territory Management: A Continuum of Complexity
The best territory management plans often start simple; real-world pressures and business strategies add complexity. While it would be great to be able to keep it simple, what's really important is a system that easily adapts to your team's needs. Whether you work for a boutique or a large asset manager, your distribution team focuses on relationships or channels that will grow your assets under management. You may also work with third-party distribution partners to handle specific areas or strategies. Each firm manages territories in a unique way, but every firm wants to: