Optimize Conference Investment: Pre-arrange Meetings with Advisors

June 11, 2024, Needham, MA – Since access to financial advisors remains challenging, asset managers must maximize every touchpoint. Conference participation, which crosses multiple functions within an asset manager, presents an opportunity to engage with advisors in attendance. Based on findings from FUSE Research Network’s Advisor Trend Monitor Series Report – Marketing Support: The Advisor View, more than 60% of advisors favor some type of contact via a pre-arranged meeting.

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