Consistently engaging financial advisors is getting harder as advisor access is decreasing, distribution costs are rising and advisor channel preferences are changing.
It is critical to have a proactive advisor engagement strategy that integrates personal and non-personal promotion and provides a continuous feedback loop between wholesalers and HQ. Asset managers can accomplish this by designing an experience matched to advisor preferences, coordinating activity across sales and marketing channels, and enabling real-time reactions to advisor needs. Delivering this integrated experience results in increased engagement for advisors and increased revenues for asset managers.
Learn how to consistently engage advisors and deliver an integrated advisor experience.