Do you have a strategy when covering broker-dealers?
We believe getting to know the intermediary mindset is critical for asset managers to ensure your firm is approaching and covering them correctly. With hundreds of broker-dealers in the industry, we recommend breaking the broker-dealers into four quadrants, which will help you successfully understand and create a consistent coverage approach.
Foreside’s Distribution Consulting team created the Mutual Fund Distribution Guide, which will take you through a deep dive into this model.
To download the PDF, click below.
