- Although meetings with RIAs are hard to secure, in-person interactions have the greatest impact.
- Based on FUSE’s Covering RIAs: How Aggregators Are Changing Firms’ Strategy, firms rated face-to-face meetings with external wholesalers as the most critical RIA touchpoint. Conversely, phone and email support from internal teams ranks lowest in importance.
- To drive meaningful engagement, asset managers should use marketing, events, and specialists to enable in-person access, particularly with mid-size and smaller RIAs, which are typically more accessible and open to diverse managers.
