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SalesPage Client Summit Peaks in Kalamazoo!

SalesPage Client Summit Peaks in Kalamazoo!

Celery City, Mall City, Paper City... That’s Kalamazoo for you! This week we had visitors from New York to Kansas as we brought our clients to our headquarters at The Foundry for our Fall 2018 Client Summit.

Post Irma, client roundtable is on!

09/12/2017 by
After seeing the flooding in downtown Miami that resulted from Hurricane Irma, a number of you have asked about our backup plan for our client roundtable.
Move series: coming soon to a Foundry near you

Move series: coming soon to a Foundry near you

08/18/2017 by
136 days until move in! This week the Kalamazoo community received a look at the unique features inside our new space. Check out the details!
Journey to 2020: Asset Managers Using Moneyball Lessons to Grow

Journey to 2020: Asset Managers Using Moneyball Lessons to Grow

In Moneyball, the Oakland Athletics changed the way they scouted and valued players. Through the use of data, they were able to redefine the game and compete with the Yankees and Red Sox, who had budgets that were many times larger. Just as major league baseball executives and scouts had to change the way they think about the game, so too will wholesalers and sales management about asset management distribution. Those who adapt quickly will put themselves in a position to compete and win within an increasingly complex and competitive market.

Events – Wrapping Up 2016

While the last day of summer isn’t until September 21st, I’ve already enjoyed my first pumpkin spice latte and am excited to share some details on the events SalesPage has coming up this fall! Here is a quick rundown of the hot topics being featured at events starting next week through the end of the year.

The Power of Camaraderie

The ability for everyone to come together at events like the ones I recently attended not only provides us an opportunity to learn from others, but it also builds camaraderie that can be leveraged throughout the year and our careers. Being able to reach out to your peers at any point for advice and counsel is invaluable. Being able to fiercely compete with each other, but at the same time, help each other when possible, makes work so much more enjoyable. Most importantly, when we learn from each other, the biggest winners are the clients whom we serve.

Where’s SalesPage? Q2 Industry Events

We are having quite a second quarter thus far, with many of our team members traveling to the east and west coasts (and points in between) to participate in a number of great industry events. Please take a quick tour of where we've been, where we're headed, and what we are and will be learning along the way!
Socially Responsible Investing: Segment to Pursue Advisors Who Care

Socially Responsible Investing: Segment to Pursue Advisors Who Care

Socially Responsible Investing represents trillions of dollars invested globally, with most of that growth happening in just the past few years. For a long time, I think this market was brushed off as one dominated by fringe investors, or one in which investment performance was poor. It was refreshing to learn from evidence presented by the panel that these long-held beliefs are not the reality. Performance has largely been in line with the market over the long term. Most investors, especially those from younger generations, want their investments to reflect their own values. They want to make a positive impact with their investment decisions and think that they can do so without sacrificing returns. They just don’t know how…
At Home in Hartford

At Home in Hartford

10/29/2015 by
It was great to spend a couple of days in Hartford, Connecticut last week, where we took in the fall colors, enjoyed the local cuisine, and spent time with some fantastic company at our Fall 2015 Client Roundtable. Thanks, Virtus Investment Partners, for hosting this event and making the SalesPage Client Community feel so at home!
Apples to Apples: Selecting a Solution Provider

Apples to Apples: Selecting a Solution Provider

At a recent CRM Forum hosted by On Course Advisors, I was fortunate to sit on a panel with three other industry colleagues: David Halligan from SalesFocus Solutions, Aaron Tellier from Merkle, and Matt Reed from BrightScope. Our panel discussed best practices for selecting a solution provider with a group of over 39 asset managers. It was an active conversation, and many good ideas floated through the audience. Here are some helpful tips shared by panelists and audience members.