Allegories Blog

Viewing posts in the Asset management tag

Reinvent Sales Training or Risk Wholesaler Irrelevance

The asset management industry’s ongoing evolution is creating significant change for distribution leaders.  Fund wholesalers in particular are under enormous pressure. A recent Ignites newsletter article ‘Wholesale Change: Skilled People ‘Are Going to Have to Reinvent Themselves’ summarized how funds’ data-driven sales processes, growing product/platform complexity, increasingly time-pressed advisors, and the internet’s erosion of wholesalers’ information advantage make a hard job even harder. To survive, wholesalers must broaden and deepen their knowledge as well as master new skills so that they can bring personalized, strategic insight to conversations with advisors. “The product... Continue Reading