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Thursday, 06 May 2021 06:37

Overcoming Zoom Fatigue

Zoom is both a blessing and a curse. When the pandemic hit, Zoom and other video conferencing providers, saved the day.

Thursday, 29 April 2021 16:18

Social Media 101: The Asset Manager Edition

For asset managers social media may seem to be more trouble than it’s worth.

We live in a digital society that is now even more so thanks to the pandemic.

It can feel impossible to keep up with the financial news – from television to print to online to podcasts – news sources are churning out information at rapid rates on the constantly changing market.

Unless they’re living under a rock, most investors have heard about ETFs.

Friday, 12 February 2021 06:26

Give Your Sales Team A Little Love

Everyone loves their sales team-when they close the deal. The job of the salesperson is to get out there, call on, meet with advisors and make the sale. But, are they feeling the love from the home office? Are you giving them the support they need?

Every year the Gates Foundation letter, from Bill and Melinda Gates, is well received across the globe.

Thursday, 14 January 2021 13:08

Social Media Tips For Smaller Businesses

During 2020, what some call “the year we stayed home,” social media use grew considerably.

Friday, 15 January 2021 06:31

Timing Is Everything (For Social Media)

More and more individuals and companies are turning to social media to communicate with their target audience. In fact, if you’re not using social media, you might get left in the dust!

Tuesday, 15 December 2020 06:34

Advisor Communication Is Not One-Size-Fits-All

Blensley Point-du-Jour, Vice President, Marketing Services at Discovery Data, shared his insights and discussed best practices on how to effectively reach advisors in these virtual times at SunStar’s recent conference, Strategies to Engage Advisors & Attract Assets.

Wednesday, 11 November 2020 06:53

You Don't Need Media Training...Or Do You?

Even though many are still working from home, portfolio managers are busier than ever. Has your firm suggested you participate in media training? Are you thinking it's a waste of time?

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