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Growth and Retention Takeaways from The SME Forum
Past purchases, current assets, advisor team profiles, wholesaler activity, market intelligence, and digital engagement are all data points that contribute to a holistic view of an advisor and can indicate purchase and redemption intent. While asset managers are incorporating some of these signals into their distribution strategy, many aren’t effectively leveraging a full continuum of data. How can asset managers utilize past, present, and future data to enhance their growth and retention strategies?Asset Manager Marketing: Pandemic lessons inform future strategies
Think about where we were in March of 2020. At that time, there was a lot of uncertainty about what the next nine months would look like. Many questions and many changes were to come. Based on a recent survey of and Roundtable with our asset manager clients, we may be looking at another 9-12 months where we face similar marketing conditions. What learned lessons can we apply to make the next twelve months more valuable than the last?
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.
SalesPage Client Summit Peaks in Kalamazoo!
Celery City, Mall City, Paper City... That’s Kalamazoo for you! This week we had visitors from New York to Kansas as we brought our clients to our headquarters at The Foundry for our Fall 2018 Client Summit.Post Irma, client roundtable is on!
After seeing the flooding in downtown Miami that resulted from Hurricane Irma, a number of you have asked about our backup plan for our client roundtable.