The Multiemployer Strategy Blueprint is a comprehensive guide designed to assist investment management firms in effectively expanding their client base by targeting multiemployer pension funds. Traci, our expert, possesses in-depth knowledge of the intricate multiemployer fund sales cycle and is ready to collaborate with your firm to develop a successful Taft-Hartley pension fund sales strategy. Together, we will thoroughly analyze your existing resources and deliver a tailored roadmap to launch your institutional investment sales campaign with confidence.

 

Assess or appraise: Let us evaluate your current marketing materials and client development systems, specifically tailored for the multiemployer segment launch preparation.

 

Develop: We offer support in planning, developing, and producing high-quality marketing materials and industry-compliant reporting systems for the multiemployer market.