Innovative asset-management firms have realized how wholesaling teams can make more profitable decisions every day. These firms are tapping into the power of data and predictive analytics to quantify advisor sales potential and reveal valuable insights into advisor behavior and needs. Armed with these insights, wholesalers are making superior, data-driven decisions on when and how they engage their advisors.

You should watch this webinar if you are a sales and operations leader seeking a significant and sustained boost in wholesaler productivity. You will learn:

  • Why data-driven decisions lead to superior sales outcomes in asset management distribution

  • How predictive analytics improves advisor targeting and engagement, leading to double-digit incremental sales

  • Specific guidance on how to harness the power of data and predictive analysis to achieve sales productivity in your organization

Register for the Webinar

WEBINAR [Recorded]
Supercharging Wholesalers with Predictive Sales Intelligence

Speaker: Ian J. Scott
Vice President of Customer Solutions
Lattice Engines

*If you do not have a work email address, please contact us.

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