August 19, 2024, Needham, MA – The stakes are higher than ever for asset managers to ensure wholesalers are building and nurturing advisor relationships, especially with their top-tier partners. The net promoter score (NPS)–a measure of advisor satisfaction and loyalty–is another way for sales leaders to evaluate wholesaler performance. FUSE Research Network’s Advisor Trend Monitor Report – Wholesalers: The Advisor View found advisors are solid advocates of their top three firms, while the opposite holds true for investment managers not among that desired segment.
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