Yesterday’s strategies are no longer enough for today’s distribution challenges.
Whether you are an investment advisor or money manager, your organization must operate in step with today’s tight margins and increasingly competitive fees.
RISK MANAGEMENT SPOKEN HERE
In the world of investment distribution, too little business development support can limit exposure to the constituencies you value most – the individual investors, institutions, associations or financial intermediaries who are looking for your answer to their marketplace challenges.
If you are struggling to find the right product development and sales balance in your organization, consider contacting the investment industry professionals at Dolan Capital Group, LLC.