BLOGS. July 29, 2024
What Factors are Driving Your Market Share?
Most asset management firms have some form of measurement process to assess the performance of their sales teams, but one aspect of performance measurement that often goes overlooked is sales performance attribution. Where is the success of your sales team coming from? What is it driven by? Performance attribution allows a distribution organization to understand the true effectiveness of the sales team (and sales strategy) and to pivot to capitalize on opportunities as they arise.
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BLOGS. November 19, 2024
Health Care Costs in Retirement – Why a Holistic Approach Matters
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