Bryan Kreher and Rubesh Jacobs co-wrote this blog post with Shantanu Ballal.
Over the past several weeks, we’ve had many discussions with asset managers about the challenges facing their distribution organizations and ways they need to adapt. In these discussions, we talk about how organizations need to start planning around the advisor to truly differentiate their products and services, and clients often bring up the agile marketing concept—that they’ve either recently rolled out agile marketing, are about to, or are seriously considering it. Unfortunately, many of these leaders view agile marketing as a panacea to solve their lack of advisor centricity. This is a mistake.Read More