Having spent 30+ years in the asset management business, I have learned the importance of corporate culture. My rule of…
Are there any mutual fund companies in POSITIVE net sales? Seriously, anyone? Throughout 2023, I talked with dozens of sales…
In my last Blog, I highlighted how difficult it was for sales folks to get meetings, and I received many…
I have been speaking to many sales folks in the asset management business for the past few months and here…
One of the central themes I teach in my Finance course is the need for companies to be as efficient…
Jeff Cerutti, Founder of Rutti Consulting, has over 30 years experience leading, managing, and interacting with wholesalers. As an industry…
Salespeople always like to highlight that they have a specific “style” when they sell a product. Some like the “soft…
We have most likely worked at great shops and crappy places, which is usually dependent on their corporate culture. The…
I recently read a survey done by FUSE and WealthManagement.com that asked Financial Advisors what Asset Managers can provide them…
One of the most challenging tasks for any “Head of Distribution” is to have the inevitable uncomfortable conversation with a…