10.08.2017 to 22.08.2017
at P3

Use Technology to Attract Advisor Attention and Build Deeper Relationships

Competition for advisor business, disruptive tech, regulatory changes and increased client expectations are changing the role of fund company wholesalers. The old ways of working with advisors—networking, marketing, and product presentation—aren’t dead. But true relationship building requires the wholesaler to add real value to the advisor’s practice. That was the challenge faced by wholesaler, Lisa Fleming.