Asset Management and Financial Advisor Sales Training

Increase Revenue

Power up wholesalers in any market with the knowledge-sharing platform built for financial services teams.

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$1.6M New Revenue

See how Ash Brokerage increased advisor engagement and won new sales.

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Secure and Compliant Training for a Fast-Paced Market

Equip asset managers with the agility, skills, and confidence to compete in any market. Simplify compliance and scale advisor engagement with best practices, high-impact insights, trends, and analysis.

Peer-to-Peer Sharing of the Strongest Asset Management Strategies

Increase Product Knowledge
Increase Product Knowledge

Equip wholesalers with the information they need to deliver clear guidance in a fast-changing world.

Certify Easily
Certify Easily

Achieve regulatory compliance to ensure consistent messaging and drive productivity.

Collaborate Seamlessly
Collaborate Seamlessly

Share market commentary, trends, strategic perspectives and in-depth analysis to guide investment decisions.

Manage Risk Effectively
Manage Risk Effectively

Allow wholesalers to meet specific investment objectives and solve advisor needs while minimizing risk.

Collaboration

Connect and Empower Client-Facing Teams

Share sales strategies and product positioning to gain a competitive edge.

Capture best practices and competitive intelligence right from the field
Foster peer-to-peer learning with interactive video
Keep wholesalers engaged and informed with rapid updates
Provide just-in-time resources for deal prep and product rollout
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Arm Advisors with High-Impact Messaging

Arm Wholesalers with Consistent Messaging in a Rapidly Changing Market

Share best practices to replicate high performers and scale up engagement with clients.

Onboard client-facing professionals faster
Build better relationships and speed time to sale
Deliver just-in-time content to handle objections
Create and share win stories and competitive intel
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Two people working at a desk with charts, graphs, and documents, using a laptop and a tablet; one points at the tablet while the other takes notes during an asset management sales discussion.
Connect Advisory Activity with Business Results

Performance Analytics

Understand revenue impact and effectiveness of training, content, and coaching to drive best practices.

Assess advisor skills, competencies, and knowledge retention
Get actionable insights into individual and team success
Maximize coaching resources and deal intelligence
Track client engagement and replicate winning behavior
Validate content and messaging effectiveness
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A man in a business shirt and tie smiles and gestures while discussing channel sales with a woman at a desk. Both are seated in an office setting with laptops and bright natural light.

I can tie $1.6 million of additional revenue to Allego. And hard numbers aside, my wholesalers tell me that regularly seeing each other’s faces through the Allego videos helps them overcome the loneliness they sometimes experience in the field, and that they feel more connected to one another than they have in 20 years working together.

Mike McGlothlin EVP / Ash Brokerage
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We’ve had 100% sales adoption with about 48,000 peer views on the platform in the first 12 months. But for me, the biggest impact is the behavioral and cultural shift that we’ve undergone in the organization.

Head of Learning and Development / Global Asset Managment Firm

We quickly saw stronger, more consistent messaging throughout the newly combined field force as coaching interactions quadrupled from only once per month to once per week.

Jennifer Zimmer Assistant Vice President of Sales Training / Global Atlantic
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Insights for the Modern Revenue Team

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