- In order to diversify their portfolios and offer higher returns to clients, traditional asset managers continue to seek out opportunities to enter the alternative investment space. One of the key planning initiatives in tandem with a potential new product launch is the addition of specialists to support the generalist field sales team.
- According to FUSE’s 2024 Sales Specialist Organizational Trends, firms are planning to make modest investments in a variety of sales specialist roles, with 45% of surveyed firms locked in on hiring an alternative specialist over the next year.
- It is more practical for specialists to lead alternative investment sales meetings, involving generalists only when needed. This ensures the right expertise is always present, providing advisors with confidence and reassurance and avoiding disruption of the overall client experience.
