Helping consumers and businesses manage and plan their financial affairs, Financial Advisors (FAs) are the key intermediaries or channel for the promotion and distribution of a wide array of investment and insurance products and services. From life insurance, variable annuities, mutual funds and retirement products to trust services, wealth management and an endless assortment of investment instruments and securities, FAs are critical conduits connecting customers with financial services “manufacturers.”
Building enduring, strong relationships with Advisors is critical to providers that rely on this channel. Winning with Financial Advisors, however, is analogous to herding cats. The stakes and the challenges are greater than ever in this love/hate mutual dependency, making strengthening Financial Advisor experiences and relationships critical to winning with advisors.
http://customerthink.com/capturing-the-loyalty-business-of-financial-or-any-intermediaries/
