The strongest asset management firms balance portfolio management with sales and marketing. Many firms have sophisticated programs to attract and retain investors, while others do not.

We developed this growth assessment to help firms understand their strengths and areas for improvement, prioritize resources, and better compete for assets.

Please answer the following questions to assess issues important to your potential for growth. Then, learn your score and key considerations for your planning.

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* 1. Our story is well understood by our target audience(s) and we are able to differentiate ourselves from the competition.

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* 2. We create strong timely content for our clients and prospects. 

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* 3. Our digital marketing strategy is as effective as it could be.

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* 4. Our public relations strategy is as effective as it could be.

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* 5. Our sales and national accounts teams are as productive and effective as they could be.

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* 6. Our marketing and sales organizations are in sync.

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* 7. We use technology in the sales and marketing area that makes us as productive and efficient as we could be.

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* 8. Our investment and compliance teams fully support and participate in our sales and marketing effort.

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* 9. Which 3 issues that are outside your control are the biggest threats or challenges to your business?

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* 10. Which 3 questions above are the most important for you to deal with now or in the near term?

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* 11. Contact information

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