Going after retail assets
As defined benefit plans are disappearing and defined contribution assets steadily growing what are the best ways for HF to garnish retail assets over the next decade as retail assets approach over takeing institutional assets in magnitude for the first time.
as with institutional, sales is all about relationships. nothing I could write here that covey, ziglar, meyer, kelley, stanley et al haven't already written. read sales books, practice, and learn from those more successful than you.
I was thinkIng more along the lines of distribution partnerships and product in 40 ACt form eligible for retail platforms. You can't get 2 and 20 in a defined contribution plan. You've seen a few firms partner with fund families to better distribute into retail accounts (example GMO, I know not a hedge fund, but they have 10 plus billion with a non institutional fund distributed through Wells Fargo). Over the next 20 years their will be more $ in retail than institutional due to demographic shifts and many HF and institutional am shopsdint have the scale to distribute there.
Et modi nisi sit qui nihil accusantium. Sed autem quibusdam dolor provident eum.
Delectus et illo fugiat minima. Accusantium nesciunt consectetur dolorum itaque autem. Vitae et rem omnis provident ut sunt. Temporibus voluptas ut non distinctio ut possimus ut. Veritatis illum modi praesentium veniam. Minima harum autem tenetur. Veritatis vel corrupti porro impedit aut repudiandae dolorum.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...