International Search Consultants’ Post

When seeking to recruit an asset management sales executive, whether for positions such as external wholesaler, hybrid, internal, IR, or national accounts manager it can take time to monetize relationships and gain sales traction. We surveyed 760 experienced wholesalers and asked them; from the point of hire; how long does it take to monetize your relationships and gain optimal sales traction.#wholesaler #mutualfund #assetmanagement #lckirk #etf #hedgefund #privatecredit

When seeking to recruit an asset management sales executive, whether for positions such as external wholesaler, hybrid, internal, IR, or national accounts manager it can take time to monetize relationships and gain sales traction. We surveyed 760 experienced wholesalers and asked them; from the point of hire; how long does it take to monetize your relationships and gain optimal sales traction.#wholesaler #mutualfund #assetmanagement #lckirk #etf#hedgefund #privatecredit

When seeking to recruit an asset management sales executive, whether for positions such as external wholesaler, hybrid, internal, IR, or national accounts manager it can take time to monetize relationships and gain sales traction. We surveyed 760 experienced wholesalers and asked them; from the point of hire; how long does it take to monetize your relationships and gain optimal sales traction.#wholesaler #mutualfund #assetmanagement #lckirk #etf#hedgefund #privatecredit

Financial advisors rely on different sales strategies to drive growth 🌱 These strategies focus on building lasting relationships, providing exceptional service and staying competitive in a changing industry. But what are some considerations when developing a sales strategy that works for you? Discover the five things you should keep in mind in our new blog: https://shorturl.at/muNSX #SmartAsset #FinancialAdvisors

Building long-term relationships is the cornerstone of sustainable business development, offering a multitude of benefits that extend far beyond a short-term transactional mindset.  Long-term relationships build trust and establish credibility, essential components of successful business interactions. I know first-hand, that it takes investing a lot of time, effort and patience into cultivating genuine connections with clients, partners, and stakeholders.  The good news is that, in the long run, building these relationships pays off immensely. Re-Branding an Icon. As head of business development for the intermediary sales divisional at GE Asset Management, I was responsible for placing GE Investment Funds on insurance and mutual fund investment platforms.  GE, at the time, was not a recognized name in the asset management arena so it was important that we found creative ways to stand out from the competition.  One way to accomplish that was to provide the highest standard of customer support to our clients.  Not exactly “rocket science” but not “lip service” either. In spite of my teams’ small size and a lack of brand recognition in the asset management community, we found different ways to do just that.  Continuous field support. If one of their wholesalers had a client seminar, we were there to support it.  If we had a portfolio manager, economist, compliance or marketing expert, in the area, they would make themselves available to speak at the event.  No other competitor came close to the support we provided.  With a team of three and myself we supported the sales efforts of over 150 external wholesalers, three internal sales desks and three home office teams without ever denying a single request. Not too shabby!  Get Creative. We also leveraged the GE resources to support their home office efforts and “fast track” awareness of the GE expertise in asset management as well.  We created the “GE Experience” where the manufacturing giant opened the doors to its fabrication facilities to our client firms for tours and seminars. Facilities that were normally “off-limits” to the public, such as the research centers, aviation, lighting and commercial kitchen, smart grid and others, were available for my team to train and entertain our clients and prospects. This was a new and fresh idea that the competition couldn’t match.  

With #money being tight, boards and financial officers are (justifiably) becoming even more ruthless with their #budgets... only releasing funding for projects that are mission critical to either the #business sustainability or projects/services/technologies that have a low risk, high reward payout potential aka “a sure thing”. Exploratory technologies, replacements that promise marginal incremental efficiencies, and luxury type items are the first on the chopping block. As a seller (or buying assistant), you need to understand where your #product falls in the economic spectrum, how much risk it brings, what the intrinsic cost of implementation is, and how much of an expected impact it will have on the organization because those are the types of costs your buyers will be considering... not just the #price. Read the full article here: https://lnkd.in/ewhMYuMG

Hiring a candidate for property scout for pharmacy store who can identify and evaluate potential locations that align with the pharmacy’s strategic goals. Here are some key responsibilities and qualifications to consider: Responsibilities: 1. Market Research: Conducting thorough analysis of real estate markets to find locations that fit the company’s demographic and economic needs. 2. Site Evaluation: Assessing potential properties based on foot traffic, visibility, accessibility, and proximity to target customers. 3. Negotiation: Managing lease or purchase negotiations with property owners or developers. 4. Legal Compliance: Ensuring the property adheres to all zoning, licensing, and local regulations specific to pharmacy operations. 5. Financial Analysis: Assessing the financial viability of properties, including cost, revenue potential, and ROI. 6. Stakeholder Communication: Collaborating with business development, legal, and financial teams to ensure alignment with company goals. Key Qualifications: Experience in Commercial Real Estate: Familiarity with property scouting, leasing, or acquisition processes. Understanding of Retail/Pharmacy Needs: Knowledge of what makes a property suitable for a pharmacy, such as healthcare accessibility and customer convenience. Negotiation Skills: Ability to negotiate favorable terms and prices. Analytical Skills: Ability to assess and compare different property options from a financial and strategic perspective. Network in Real Estate: A solid network of contacts in the property market can help in finding prime locations.

Being able to get out of account management is one of the most important variables in growing multi-million dollar businesses. However, as a founder, delegating your accounts can be one of the scariest things you do. If you don't do it the right way, these accounts have the potential to churn, bringing you back to square one. But there's a simple 10 step prompt and plan that you can follow, that will enable you to effectively pass over accounts/clients to new account managers. Check out the video below 👇

Fiduciary financial advisors often avoid the idea of sales, but embracing modern "relationship building" is crucial to growth. You can differentiate your services in a competitive market by actively listening, identifying client needs, and presenting tailored solutions. How are you integrating modern sales techniques into your practice? #financialadvisormarketing #riamarketing https://lnkd.in/gypcpSaV

The “if it’s a fit, great. If not, no worries” approach to cold outreach has to stop Everyone’s time is too valuable for an “if” If you’re leading with this, you’re already losing and ruining the craft of sales Have more confidence. A reason. Hell….maybe some actual impact? *The clear exception here is using this same phrase for expectations after a convo; AKA you did not lead with the approach to establish And yes, this is written as my inbox is flooded with “financial advisors”.. ..Who do not see my above-average Fidelity brokerage account