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Module 1: The Formula is Broken
The Formula is Broken reveals how approaches to distribution are no longer effective, and how a “Digital First” approach is imperative for asset managers.
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Module 2: An Overview of Digital Distribution
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.
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Module 3: Process
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.
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Module 4: Technology
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.
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Module 5: People
People: introduces the members and dynamics of a winning digital distribution team. How must internal and external salespeople adapt to achieve digital success? Who are the 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.
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