WHITEPAPERS & PUBLICATIONS
Even the largest investment managers in the world need to speak directly with their audience – whether that audience is advisors, investors and/or institutional clients. We produced a suite of advisor and investor communication tools focused on regulatory and relationship changes coming from Client Relationship Model – Phase 2 (“CRM2”). That meant helping advisors articulate the value of their advice, and helping clients understand that value. Needless to say, we helped make advisors’ CRM2 conversations a lot easier.