2018 Mutual Fund Education Alliance – Digital Council
March 8, 2018
March 8, 2018
This is the presentation I shared at the MFEA conference on March 8, 2018. The premise of the presentation is firms can drive revenue using the 9 strategies, tactics and techniques we reviewed.
The 9 Principles of Effective Advisor Engagement serve as a practitioner’s guide to increase leads, conversions, pipeline velocity and revenue impact.
Once you have registered, log in and you will find the presentation under “Resources.”
“With so many available resources, Financial advisors are typically slow to engage with asset manager content. In a market with outwardly similar investment products, a lack of advisor engagement will impede brand strength and asset growth.”
– John Refford