BLOGS. March 10, 2025
Two Initiatives Where National Sales Leaders & National Accounts Agree
Over the last several years, almost every manager has examined how the traditional distribution model can be altered to best suit their needs. There will be times when the initiatives of National Accounts and National Sales teams will vary, as numerous advancements in technology, an increasing demand for personalization and customization and the migration of advisors and teams across channels pull organizations in opposite directions. However, based on our recent surveys of National Accounts and National Sales leaders, there is a general consensus that the segmentation/prioritization and servicing of advisors/platforms will be two points of focus for most asset management organizations in 2025.
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Recent articles
BLOGS. March 10, 2025
Two Initiatives Where National Sales Leaders & National Accounts Agree
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