Whether relating to regulatory developments, FinTech or diverging customer preferences, distributors must be held accountable to deliver the service today’s advisors need.
While meeting key service quality metrics is important, In the Asian markets, in particular, what makes a distributor stand out and building strong, lasting relationship with financial advisors is a broad knowledge of the local market and all its distinctive nuances.
Today’s financial advisors are seeking out distributors that can demonstrate the ability to provide more than just product. Today’s successful distributors are delivering strategy, information and value in other ways to their partners.