Our first asset management client, from 2006,
is still with us in 2024.
Creating qualified leads for you
into institutional,
retail & other intermediaries
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We help asset and investment managers with many markets and solutions.
If any of these sound interesting get in touch to discuss.
Data
Prospect databases of decision makers in DB / DC schemes, Wealth Managers and Corporate sponsors, Family Offices and much more.
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Full Beam Lead Generation
A corporate lead generation service including; buyer intent, LinkedIn automations, prospect data and consultant telemarketing.
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Intermediary or ‘Fan Base’ development
IFAs, Lawyers, Accountants, Corporate HR, Immigration Agents, Actuarial, Family Offices, Consultants, Independent Trustees. Do you know them all and communicate regularly enough?
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Practice retention of employee LinkedIn contacts.
Fed up with BD people leaving and taking their contacts with them?
Not making enough of the contacts they join with?
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Business Development Training
Do your partners and seniors know how to build and then implement a client acquisition strategy?
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Bespoke client satisfaction reviews
To improve:
- Referral rates
- Management performance
- Client retention
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Legitimately Improve Google rating to 4*+
3* and below significantly threatens client acquisition and demoralises staff.
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Senior and Managing Partner’s LinkedIn Management
Do they connect enough, respond in a timely fashion and join in?
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Lead Generating Content
Development of marketing collateral to support your outbound marketing strategies.
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Case Study Targeting IFAs
Database: from an initial list of 1,200 firms. We cleaned and verified 600 that met the criteria
Lead Generation: 60+ leads per annum with MD or equivalent
Pipeline: An ongoing campaign continuously feeding leads
LinkedIn: Most prospects have become 1st connections and put in a Navigator list for tracking, sharing and bespoke messaging
Case Study High Net Worth
The challenge: To create an intermediary ‘fan base’ for immigration, inheritance, divorce and ‘other’ liquidity events.
Database: Created a prospect database of 640 private client lawyers, and immigration agents
Lead Generation: 8 leads per month both face to face and online
Nurturing: Virtually the whole database is now receiving monthly updates and event invitations
Testimonial and accreditations
Accredited for 5 years.
FSQS: You may not know FSQS by Hellios. It is a very high standard for Risk Management and Compliance used by the Financial Services sector; Banks, Building Societies and Investment Managers. For Asset and Investment Managers it means that our data compliance, security and processes are up to the standard you should expect from an outsourced supplier.
What does our team say?
Paul Gray – Account Manager: With a certificate in Investment Management 14 years at Schroders, ABN Amro and Deutsche Asset Management.
“Through telemarketing I create leads for asset and investment managers and nurture their prospects over the long term. And it’s this long term that is so important. The timing must be right. Our most successful clients (those who joined us in the mid noughties and still going) have reaped the rewards of their patience. Up to billions in AUM from understanding the long game.”
Peter Rosenwald – Founded Chartdev in 1997:
“I coach Investment Managers, IFAs etc. in their personal business development. Building processes and ensuring implementation to deliver long term AUM.
Very much like building Chartered Developments, the key to success isn’t rocket science. The key is to continuously do the grunt work. Daily routines on lead generation and brand building.”
How can we help?
If you want leads into institutional, retail & other intermediaries
just fill out the form below or book a time for a call.
