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.
Our resources include the 100,000-plus name database of Registered Rep and Trusts & Estates readers, significant industry experience enabling us to effectively analyze the data generated by inquiries to this database, and a track record of creative thinking generating new ideas and ways to approach evolving product and distribution models.
Registered Rep and Trusts and Estates offer direct access to financial advisors with national broker dealers, RIAs, regional, and independent advisors, bank advisors, wealth managers, and branch and home office management.
Momentum Partners’ hands-on industry experience and expertise delivers the ability to shape studies and develop the analytics and tools to take advantage of a particular business opportunity.
