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| Assette's Expert Network consists of experts who help asset managers and
investment advisers improve sales, marketing, and client service. Solutions
offered by these experts help investment firms accumulate and retain assets,
strengthen relationships, and streamline business processes. See below for
a brief description of each provider. |
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Do you know what your clients are really thinking about your firm?
Do you know why you won or lost business? Chatham Partners conducts client satisfaction and win/loss
surveys for institutional asset managers and provides other market research and consulting services
that help you improve client service. For more information, please visit:
www.chathampartners.net.
Contact: Peter Starr at 781.314.0600 or pstarr chathampartners.net
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Do your marketing materials and sales presentations effectively tell your story?
Do you know the final presentations tactics used by firms that consistently win business? Eager, Davis &
Holmes can help you improve the effectiveness of both your underlying story and your presenters. Eager,
Davis & Holmes works with asset managers to improve their sales and marketing capabilities. For more
information, please visit:
www.eagerdavisholmes.com.
Contact: Glenn Davis at 502.657.6478 or gdaviseagerdavisholmes.com
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Do your clients understand your expertise and insight? Are you clearly
explaining your outlook on the economy and your investment decisions in your commentary? You could win
new business and retain more clients with more effective communications. Susan B. Weiner Investment Writing
works with asset managers to write, edit and strategically communicate ideas. For more information, please visit:
www.investmentwriting.com.
Contact: Susan B. Weiner, CFA, at 617.969.4509 or susaninvestmentwriting.com
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