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Back then, I had been shown the two best options that asset managers had for finding new investors at the time: referrals and cold calls. Nowadays, there are much better ways to do this for the investment industry and beyond using a marketingautomationplatform. No firm wants to get audited or fined.
Once clients of mine get their marketingautomationplatform in place their entire focus changes. Up to this point, their lives were dominated by focusing on what the newtechnology is and how can they get it up and running. Author: Rajiv Kapoor Change of focus. Now, let’s say you are the client.
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