Tag: trust

Business Development Managers FY23 Survey Report Survey Report Here are the results of our annual survey that reveals the top 10 frustrations Brisbane CFPs have with Business Development Managers (BDMs) from investment fund management firms. The survey revealed that the top 10 frustrations CFPs have with BDMs include unreliability, unresponsiveness, lack of knowledge, myopic perspective, inexperience, insecurity, passivity, product pushing without value-adding, and lack of empathy. By far the biggest frustration CFPs have with BDMs is their unreliability. Many BDMs promise to provide information and solutions but fail to follow through, leaving CFPs feeling frustrated and disappointed. Additionally, some BDMs are unresponsive and fail to return calls or emails in a timely manner, making it difficult for CFPs to…