Advisors Overwhelmed by Marketing and Sales Communications from Product Providers and Distributors

BOSTON, September 10, 2013 – The heavy investment that broker-dealers, asset managers, and insurance companies make on marketing and sales outreach is influencing financial advisor attitudes and behaviors, but there is significant opportunity to make these communications and contacts more attention getting and impactful to practitioners, according to a new report released today by Practical Perspectives, an independent consulting, competitive intelligence, and research firm working with wealth management providers and distributors.   Read more