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Distribution Strategy for Wealth Managers & Insurance Providers

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WMO will help wealth managers & insurance providers establish a distribution strategy that sets high standards for clients & customers, economic returns to the firm and new heights for their markets.

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  • Market Analysis & Segmentation -

    • Conducting detailed market research to identify target segments.

    • Analyzing competitive landscape and market trends - including services & products - to inform distribution strategies.

  • Channel Strategy Development -

    • Designing multi-channel distribution strategies, including wholesale, point-of-sale, retail and realistic digital channels.

  • Sales & Distribution Optimization - 

    •  Implementing strategies to improve sales force effectiveness.

    • Developing training programs for sales teams to enhance product knowledge and sales techniques.

  • Customer Experience Enhancement -

    • Creating strategies to improve customer engagement and satisfaction across distribution channels.

    • Leveraging technology to provide personalized customer experiences.

  • Performance Measurements & Analytics -

    • Establishing key performance indicators (KPIs) to measure the effectiveness of distribution strategies.

    • Utilizing advanced analytics to gain insights and drive continuous improvement.

  • Strategic Partnerships & Platforms –

    • Screening wealthtech and insuretech platforms for long-term market positioning success.

    • Identifying and establishing partnerships with key stakeholders to expand distribution networks.

    • Managing relationships with partners to ensure alignment with strategic goals.

CONTACT

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2120 South Highland Drive, Suite 427

Salt Lake City, UT 84106

Tel: (646) 872-3957

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email: jjacobs@wmoutcomes.com

© 2021 Wealth Management Outcomes, LLC All Rights Reserved 

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