Module
The essentials applied to the sector
Covers the core marketing principles applied specifically to asset management distribution and gatekeepers.
4 lessons • 600 XP available
Lessons
1
Mapping the distribution battlefield: advisor, institutional, and direct channels
+150 XPMap advisor, institutional, and direct channels to reach investors.
2
Performance versus trust: what really wins the allocation
+150 XPWeigh performance against trust in driving asset allocation.
3
Winning the gatekeepers: consultants, platforms, and model portfolios
+150 XPWin over consultants, platforms, and model portfolio gatekeepers.
4
Marketing inside the guardrails: compliant communications that still persuade
+150 XPCraft compliant communications that still persuade investors.