Client-Centric vs. Investment-Centric Marketing at Asset Management Firms

Posted September 12, 2019 by Emilie Totten

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Iris - Financial Advisor Ideas and Innovation

Before firms can effectively go-to-market, they have to answer a fundamental question: Who is the customer? For asset managers to maintain a competitive edge, they must change the way they pitch to investors. The messaging can’t be all about the firm and it’s products. It has to be about the client, their needs, their pains and their potential gains.

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