Moving From Pitch to Value-Add

Posted July 31, 2020 by Rachel Totten

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Mutual Fund Wire

The environment and method for wholesalers and advisors communicating with investors have changed, and it will never go back.  In order to win new business today, here are a few strategies to consider:

  • Deliver Critical Performance Data Faster
  • Change The Hat(s) You’re Wearing
  • Become A Thought Leadership Ambassador
  • Think Outside The “Investment Box”
  • Leverage Technology To Deliver More Personalized Contacts
  • Explore All Possibilities Through Collaboration

This latest article by Emilie Totten published in provides insights into how these strategies for investor communications will streamline processes and help close more deals.


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