We gain access to, build awareness with, garner the support of and maintain relationships with investment advisors, dealers, family offices, and industry experts/consultants.
Key activities on our clients’ behalf include:
- Channel diagnosis/analysis (analyzing distribution channels for better penetration)
- Access to ASM relationships with Securities/Mutual Fund Dealers and Family Offices
- Access to ASM relationships with Investment Advisors
- Develop and maintain new relationships with targeted Dealers and Investment Advisors (IAs):
- Road Shows
- Conference calls
- Branch Visits
- One-on-one meetings
- Support IA’s local promotion programs
- Generate Leads:
- Email campaigns
- Social media campaigns (LinkedIn, Twitter)
- Digital advertising and promotion
- Pro-active and reactive telemarketing
- Maintain Sales Force data-base (maximize size and quality, maintain accuracy)
- Manage Dealer Head Office Relationships (keep them informed, secure their endorsement)
- Special attention to top producing IAs
- Pursue and develop new IA relationships (brokers/planners) at current dealers
- Pursue and develop new channels of distribution