Sales Management & Wholesaling

We gain access to, build awareness with, garner the support of and maintain relationships with investment advisors, dealers, family offices, and industry experts/consultants.

collage-sales-management-and-wholesaleingKey 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
Alliance Sales and Marketing Inc.
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