Here’s How FAs Want to Hear From You

The vast majority of financial advisors want fundsters to be proactive with communication…but a phone call may not be the right choice most of the time, according to new data from the folks at a Boston-based research ally to the asset management industry. The FUSE Research Network team reveals that, when it comes to communicating with internal wholesalers, only seven percent of FAs say that they prefer to initiate contact.

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Article published on February 8, 2024