Advisors Overwhelmed by Heavy Volume of Marketing and Sales Communications from Product Providers

BOSTON, January 22, 2015 – Despite the heavy investment that asset managers, insurance companies, and other product providers make on marketing and sales outreach, financial advisors are increasingly overwhelmed by the sheer volume of contact with many simply ignoring the vast majority of communications directed to them, especially from firms they are not currently engaged with. This is a key conclusion of a new report released today by Practical Perspectives, an independent consulting, competitive intelligence, and research firm working with wealth management providers and distributors. 

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