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Christopher Norton, Director of Marketing at Potomac Fund Management, joins today's podcast to talk about his blog titled "Death of a (Whole) Salesman." Is the traditional wholesale model dead? He details how his firm has nearly tripled in AUM by focusing more on marketing & communication, and less on outbound sales activity. A must-listen for internal/external wholesalers, sales managers, desk managers, and product managers looking to scale AUM.
https://www.wealthmanagement.com/marketing/death-whole-salesman
https://potomacfund.com/podcast/
https://potomacfund.com/about/copaflyer/
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By Dan S.4.8
5151 ratings
Send us a text
Christopher Norton, Director of Marketing at Potomac Fund Management, joins today's podcast to talk about his blog titled "Death of a (Whole) Salesman." Is the traditional wholesale model dead? He details how his firm has nearly tripled in AUM by focusing more on marketing & communication, and less on outbound sales activity. A must-listen for internal/external wholesalers, sales managers, desk managers, and product managers looking to scale AUM.
https://www.wealthmanagement.com/marketing/death-whole-salesman
https://potomacfund.com/podcast/
https://potomacfund.com/about/copaflyer/
Support the show

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