Digital Distribution Video Series

Watch the video series from beginning to end for maximum insight. Download our transcripts and resources to put these lessons into action.

Digital Distribution Video Series

Module 1: The Formula Is Broken

Video Description

The Formula is Broken—reveals how old approaches to distribution are no longer effective, and how a “Digital First” approach is imperative for asset managers.

Supplemental Resources

Why Asset Managers Need Digital Distribution To Succeed In A Digital World

Transcript - Module 1: The Formula is Broken

Module 1 The Formula is Broken title screen

Module 2: Overview—Digital Distribution for Asset Managers

Video Description

Overview of Digital Distribution—shows how investors have moved online and how to reach them. We introduce the three pillars key to Digital Distribution: Process, Technology, and People.

Supplemental Resources

Asset Manager Raised Nearly $40M with the Help of LinkedIn Advertising

Transcript - Module 2: The Overview of Digital Distribution

Module 3: Process—Inbound For Inflows

Video Description

Inbound—educates you on the Inbound marketing and sales process for financial services. In this video, you’ll discover why you must “Go Inbound for Inflows.” Inbound is the roadmap of the tactics and strategies you need for the digital buying process of today.

Supplemental Resources

Inbound is Not the Opposite of Outbound

Inbound Checklist

Transcript - Module 3: The Process - Inbound for Inflows

Module 4: Technology—Tech-Powered Fundraising

Video Description

Technology—introduces the five key components of the tech stack required to accelerate digital distribution. We’ll start with your CRM and Data. Then we’ll teach you the importance of engineering your Website for sales. We’ll show you how to maximize your efforts through Sales Enablement and Marketing Automation.

Supplemental Resources

Digital Wholesaling with a Winning Inbound Strategy

How Do You Migrate from Salesforce to HubSpot?

3 Top Digital Platforms for Asset Managers to Grow AUM

Transcript - Module 4: The Technology - Your Digital Wholesaling Platform

Module 5: People—Your New Revenue Team

Video Description

People—introduces the members and dynamics of a winning digital distribution team. How must internal and external salespeople evolve for digital success? Who are digital experts you need to transform your distribution? We’ll show you how marketing and sales must unite into one revenue team with a single focus on increasing AUM.