Date Posted: Dec 30, 2014

Retail Brokerage and Distribution Report Fall 2014

Unlocking Distribution Success through Client-based Perspectives The advisor-client relationship remains the key leverage point on which financial services firms can retain and grow their business. Understanding and managing the relationship dynamic is critical for distribution firms eager to identify their opportunities, to capitalize on their core strengths and to eliminate their weaknesses. In conversation with Price Powell, Managing Director of our sister company Corporate Insights, we provide a new dimension to our traditional measurement and analytical discussions. By leveraging Corporate Insight’s long-term experience in strategic and practice management research, this feature aims to provide readers with insight into recognizing and acting on the opportunities and challenges in building successful client relationships. This interview is a must read for all distributors, especially for those employing advisor-based distribution models.
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