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Advisor Insight

FRC and HORSESMOUTH join forces to bring you ADVISOR INSIGHT Wholesaler Effectiveness.

You asked and 2200+ Financial Advisors provided candid, detailed, and firm-specific responses to a comprehensive survey about asset management firms and their wholesaling efforts. This unprecedented report delivers analysis of 240,000 answers to direct questions, from which the single most important tool for fund executives has been created.

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Plus, unlike most surveys, the ADVISOR INSIGHT Wholesaler Effectiveness report may be purchased with the complete Database of ADVISOR INSIGHT Wholesaler Effectiveness survey results allowing you to execute customized analysis and develop the most powerful distribution plan from endless data cuts.

Advisor profiles offer wholesaler best practices by channel and practice style, providing immediately applicable strategies, as well as case studies of the highest rated asset management firms.

Find out how your team stacks up among the Top 50 firms ranked by advisor satisfaction with external and internal wholesalers in the following areas:

  • Investment Process and Philosophy
  • Image
  • Sales Support
  • Marketing
  • Responsiveness
  • Financial Support
  • Face-to-Face
  • Client Assistance
  • Product Knowledge
  • Awareness
  • Understands Practice
  • Technical Knowledge
  • Business Development
  • Practice Management

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Don't be the last to put this critical intelligence to work in the field. For additional information and ordering instructions, please contact FRC at 888-491-9788 or e-mail frcinfo@frcnet.com.