Momentum Partners, LLC, Registered Rep, and Trusts and Estates recently completed a survey of 537 Financial Advisors that identifies key trends in investment product distribution. The survey was conducted with the readers of both publications and provides new and actionable information about how to support financial intermediaries to drive sales.
Momentum Partners, LLC is committed to growing and developing our clients' asset management and financial services businesses. Our services jump-start or spur acceleration toward milestones and key business goals. To accomplish these objectives, we use a strategic marketing toolkit that includes business development strategy, product management and development, and marketing and communication.
Clients retain our services as a trusted advisor, to handle product launches and re-launches, to brand and position firms and products, at decision points for product and marketing strategy, to develop or execute marketing plans, to research a specific opportunity, market or client base, or for other reasons relating to business growth and development.
