Press Releases

Press Releases

——Press Releases——
November 21, 2019
Fund Managers Stressing “Focus Advisor” Metrics when Evaluating Wholesalers

November 21, 2019, Needham, MA – Using measures other than sales when assessing their wholesaling force has traditionally been limited among fund managers. This is changing, and sales management is embracing data beyond basic metrics as the industry becomes more prescriptive with its sales force in an effort to drive their activity to the best opportunities. In fact, 86% of sales managers ranked meetings with focus advisors as a critical component for measuring wholesaler performance followed by 78% for the percentage of sales from focus advisors, according to FUSE Research Network’s latest BenchMark Series study, Sales Management 2019.

For the complete press release, click here.

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