Asset Gathering in Intermediary Channels: Tools for Successfully Servicing Independent Advisors

Venue: Boston

Location: Boston, United States

Event Date/Time: Sep 29, 2003 End Date/Time: Sep 30, 2003
Report as Spam


Many firms are trying to strengthen their distribution effort through intermediaries. However, it takes considerable time and money to penetrate and maintain the allegiance of the top-notch independent advisor. Advisors are at a low point given current bear market conditions; they need cost-saving initiatives and expert advice so they can devote more time to their clients as they bring in more assets. This forum will enable service providers to gain the loyalty of independent advisors while constraining costs.

In this timely and cutting edge conference, you'll
Hear from independent advisors about what they want most from asset managers and broker/dealers
Know what an independent advisors need to grow his/her business
Discover the best marketing and sales techniques to penetrate the independent advisor market
Take a look at the changing expectations of the wholesaler
Understand how to successfully manage distribution costs
Learn how to work with traditional competitors to provide independent advisors with a best of breed solution
Figure out how to profit through the fee-based market
…and more!
Don’t Miss the Post-Conference Workshop on
What the Independent Advisor is Looking for in Technology Support!.