Building Relationships With Wirehouse Brokers - Wholesaler, Internet and Marketing Usage





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Building Relationships With Wirehouse Brokers
Wholesaler, Internet and Marketing Usage

Pyramid Reports

The report focuses on wirehouse brokers' use of wholesalers, their corporate intranets, the internet, and marketing tools. It reveals what brokers want from service providers and wholesalers. The report is based on a Roundtable Discussion between wirehouse brokers and service providers, which was conducted by Pyramid, in collaboration with the Financial Planning Association. Wirehouse brokers discussed their business practices, preferences and problems encountered. The following issues are addressed in the report:

» Features provided by wirehouse corporate systems and intranets, and how they are used by brokers.
» What product and account information is not provided by corporate systems?
» Brokers' use of service provider websites, and restrictions on their use.
» What do brokers look for in wholesalers?
» What do brokers seek from service providers?
» How do brokers market and prospect?
» How can service providers better serve, and build closer relationships with, wirehouse brokers?

The Roundtable Discussion was attended by brokers from Smith Barney, Merrill Lynch and CIBC Oppenheimer. The following service providers attended:

» Alliance
» The Hartford
» Janus
» John Hancock
» Lincoln Financial Distributors
» Merrill Lynch Investment Managers
» Nuveen

Click here to view the table of contents.

	price: $795 to purchase report, call Nanette Cuccia at 718.268.3884 or email Nanette@PyramidUpdate.com
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