Using a product that is not built to fit your process of raising and preserving AuM will ultimately fail.
Whilst the dark secret of all sales teams is that they use the emotional sell or brand sell to seduce the buyer, by their nature they are not working with you as a trusted advisor – that part you have to work out for yourself. Working as a trusted advisor, any product representative will spend more time than most on seeing what processes have successfully helped you raise and preserve AuM and suggest strategies and best-practices around that.
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