Boutique Accelerator
Join our 12 week programme driving growth for boutique asset managers
Register for our 12 week programme and work directly with AM Insights to grow your boutique
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Grow Your Boutique with AM Insights
The AM Insights Boutique Accelerator programme is designed specifically for boutiques to win more clients.
Over the course of this 12 week programme, you’ll have weekly webinars and 1:1 coaching sessions with Lucy Walker a former fund buyer, as well as access to the AM Insights platform.
You’ll learn:
Where you fit in the peer group
How to stand out from the crowd
Boutique tactics for digital marketing
Meeting “Dos and Don’ts”
Prioritising which clients to target
And more...
What’s included in the programme
What you get…
Dedicated webinars to grow your boutique
Regular sessions specifically designed for boutiques
1:1 coaching sessions with Lucy Walker
Direct access to former HSBC & Sarasin fund buyer
Access to the AM Insights platform
The same platform being used by global asset managers
Video recordings of training sessions
In case you can't attend or want to revisit
Community chat and forums (depending on demand)
Learn collectively, and debate challenges
About the programme
In the competitive world of asset management, a robust sales strategy is crucial for success.
Our 12 week Boutique Accelerator programme is designed specifically for boutiques wanting to elevate their sales approach, build lasting client relationships, and drive significant growth.
Programme Overview
Webinar: Intro & AM Insights overview
Fri 18th Oct - 11am
Webinar: Stand out from the crowd
Thurs 24th Oct - 1pm
1:1 Coaching Session
Thurs 31st Oct - 1pm
Webinar: Where you fit in the peer group
Thurs 7th Nov - 1pm
1:1 Coaching Session
Thurs 14th Nov - 1pm
Webinar: How to think about clients
Thurs 21st Nov - 1pm
1:1 Coaching Session
Thurs 28th Nov - 1pm
Webinar: Meeting do’s & don’t’s
Thurs 5th Dec - 1pm
1:1 Coaching Session
Thurs 12th Dec - 1pm
Webinar: Marketing for boutiques
Thurs 19th Dec - 1pm
1:1 Coaching Session
Thurs 9th Jan - 1pm
Webinar: Wrap up + a special bonus
Thurs 16th Jan - 1pm
During the 1:1 Coaching Sessions members can join a queue for a 1:1 call with Lucy.
Join the programmeWho is the programme for
Asset managers seeking to boost their sales effectiveness
Sales professionals looking to enhance their fund knowledge
Teams wanting to align their sales strategies with current market trends
What our clients say
“AM Insights is having a tangible impact on the team’s ability to access information on our products and competitors, allowing them to have more meaningful conversations with our clients.”
“AM Insights has become an integral part of our sales process. Our team is fully up to speed with how our large range of products can benefit clients, and with a deep understanding of the broader universe.”
A note from our founder
I’m a huge advocate of boutiques, and know it is super tough out there.
This programme is long overdue, bringing all the benefits we offer to some of the world’s top asset managers, to boutiques.
And because of the benefit of scale, at boutique-friendly pricing
I’m bringing in everything I learned from 15 years as a fund buyer, into the weekly webinars & coaching sessions, to help you focus your energy where it matters.
It’s harder than ever in asset management right now - let alone for boutiques.
This programme aims to readdress the balance.
Hope you join us.
Lucy
The AM Insights Boutique Accelerator Programme
Experience high quality training tailored for asset managers without breaking the bank. Our price ensures you can invest in your growth while staying within budget.
12 week Boutique Accelerator programme High quality training tailored for boutique asset managers
£695inc VAT
Join the programme
Dedicated webinars to grow your boutique
- Stand out from the crowd
- Where you fit in the peer group
- How to think about clients
- Meeting do’s & don’t’s
- Marketing for boutiques
1:1 coaching sessions with Lucy Walker
- 1:1 coaching with ex Sarasin & HSBC fund buyer
- 5 opportunities for a 1:1 conversation
Community chat and forums (depending on demand)
- Get the group's perspective on challenging situations you're facing
Access to the AM Insights platform
- Explore peer groups to identify peers
- Compare funds to understand your USPs
- Identify which clients make sense
- Have more meaningful conversations
Video recordings of training sessions
- Access webinars on demand throughout the programme
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Frequently asked questions
What is included in the Boutique Accelerator programme?
How long does the Boutique Accelerator programme last?
What will the webinars cover?
How will the 1:1 coaching work?
Who will be conducting the training and coaching?
What if I miss a session?
How much time should I commit each week to the programme?
Is there a community aspect to the programme?
How will I access the AM Insights platform?
How do I sign up for the Boutique Accelerator programme?
Any questions?
For any questions, please email [email protected] and a member of our team will be in contact.
