RepThinkTank (of which Momentum Partners is a founding member), through a partnership with FUSE Research Network, has just completed the first in a series of reports that analyze the inner workings of advisors’ business practices across the full spectrum of channels (RIA, bank, broker, etc.).  Distribution Dynamics is designed for asset managers who seek to refine their sales and marketing model and for distributors who want to benchmark advisor preferences and productivity.

We are delighted to provide a full range of customized advisory services based on this important research study. Call us today for more information and to learn how this work can support your firm’s sales goals.

Distribution Dynamics News Release