Date Posted: Dec 30, 2014
Retail Brokerage and Distribution Report Fall 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.
PREVIEW REPORT
Get access to Investor Economics
Retail Brokerage and Distribution Report Fall 2014 report
and all archive reports listed below.
CLICK HERE FOR ACCESS
Investor Economics market intelligence research reports are the trusted source for comprehensive data and analysis of the global financial services industry. All reports are subscription-based and available for download on demand

Retail Brokerage and Distribution Advisory Service - Report Archive

Related Research