November 11, 2015

MME: 8 Ways Marketers Can Engage Portfolio Managers

CNBC just called, but your portfolio manager is "unavailable." Your head of sales wants your expert to talk in a due diligence conference to hundreds of advisors. "Sorry."

Maybe they're busy "managing the money," or they're uncomfortable or too introverted, or maybe they're simply not interested in the topic. Regardless, how can you get your portfolio managers to better participate in the sales and marketing process?

Read my full story as published in Money Management Executive.

 
 

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