Fuse Blog

“When it’s time to change, you’ve got to rearrange…Who you are into what you’re gonna be”

If a developing Peter Brady can embrace the need for change, then so can seasoned distribution leaders. Relying on marketing teams to deliver service according to advisors’ preferences allows leadership to redirect its talented internal wholesaler team toward:

  • Optimizing territories by embracing data analytics to help field sales become more focused, efficient, and productive.
  • Becoming internal specialists to enhance delivery of new strategies and support capabilities.
  • Delivering institutional-level, white-glove client service to focus prospects and clients to differentiate your teams from competitors.

It’s time to rearrange who you are into what you’re gonna be!

Advisor Communication Preferences with Internal Wholesalers

Blog 2.6.24

Source: FUSE Research Network