kasinas "The Six Segments: A Comprehensive New Look at Intermediary Behavior" study is the first report to take a comprehensive look at the behavior and attitudes of the 500,000 U.S.-based financial intermediaries. For the first time, asset management companies are able truly to understand the types of intermediaries that are so important to product distribution today, and how to interact effectively with them.
After conducting a detailed survey of wirehouse advisors, regional broker/dealer reps, independent advisors, RIAs, CPAs, and other intermediaries, kasina worked in conjunction with @RISK, Inc. to identify key advisor segments. @RISK, Inc. is a leading provider of predictive engines and decision support tools that are used to identify "hot lists" of advisors that are ripe for up-sell or are at risk of declining sales or increased redemptions.
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The report, which is now available, builds upon kasinas "Intelligent Distribution" study, and provides insight into the determining factors behind intermediary investment decisions, as well as guidelines to help asset management firms improve the efficiency and effectiveness of their marketing and wholesaling efforts.
The whitepaper offers readers the following unique insights:
- A complete breakdown of the types of financial intermediaries that exist in the United States
- Identification of key intermediary segments, based on investment behavior, type of business, and attitudes regarding asset management companies
- Statistics, strategies, and characteristics exhibited by each segment
- Steps to increase the efficiency and profitability of sales and marketing initiatives for each segment
- Ways in which to leverage existing data about financial intermediaries in order to improve marketing and wholesaling efforts
