With the large number of investment products competing in the marketplace, fund sponsors today need a sound strategic plan, marketing expertise and a productive sales team to effectively deliver their product to the marketplace.
Our marketing services provide you with:
§ Marketplace overviews and actionable industry knowledge
§ Assessment of your offerings and business models compared to industry best practices
§ Strategic selection and strategic positioning
§ Business planning
§ Marketing execution
§ Management of fulfillment process
§ Facilitation of legal and NASD review
Our distribution services include:
§ Strategic assessment to determine channel opportunities and how fund sponsors can capitalize
on opportunities
§ Experience and resources in all distribution markets (SMAs, 529 Plans, Wrap, DC/DB, RIA,
Insurance, Bank, Wirehouse, Regional B/D, Sub-advisory)
§ Extensive proprietary and secondary research combined with extensive databases and analytical
tools
§ Proprietary diagnostic tools/models to assess distribution opportunities and product strengths
Our wholesaling services offer:
§ Assessment of current wholesaling distribution strategy
§ Business planning
§ Strategic consulting on:
- Hiring, training, and professional development
- Compensation
- Technology - CRM/sales tracking
- Marketing initiatives - sales campaigns/sales literature
- Territory planning and management
§ An internal wholesaling team to leverage existing distribution
§ Periodic wholesaling symposiums to share and disseminate best practices and new research
§ Wholesaling technology to increase wholesaler productivity and help address the needs of
unique channels, such as RIAs
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