Over the past few years, there has been a growing interest from across the Asset Management industry to better understand how effective and efficient sales personnel are, especially in relation to their peers at other like firms.
Learn about a growing consortium that aggregates wholesaler activity across thousands of advisors to better understand sales productivity, effectiveness, and share of voice. Jason Brown, Principal at ZS, will review macro trends in advisor accessibility and wholesaler engagement and hear from your industry peers who look to these data to inform performance management and sales strategy. Discuss how the consortium can grow and improve going forward.
This topic is also featured as a working session at the upcoming Fall 2022 SME Forum in Atlanta. Join this informative webinar with fellow industry participants to learn more and share your own perspectives on the subject. Register Below
Director, Distribution Intelligence, Franklin Templeton
Jeff joined Franklin Templeton in February of 2022 as Director of Distribution Intelligence focusing on strategy and business analytics across the global distribution team. Previously, he spent 13.5 years at PIMCO Investments working in various operating and strategy roles. Jeff specializes in industry and third-party data packs alongside data, sales coverage, and segmentation models. Overall, he has 17 years of experience in the asset management space, lives in Austin, TX with his wife and baby daughter. Jeff has his undergraduate degree in Finance from the Haworth College of Business at Western Michigan University.
Head of Sales Coverage Strategy, Vanguard
Mike joined Vanguard in 2013 and currently oversees the company’s sales coverage strategy in the financial advisor space. Mike’s prior experience includes corporate finance, distribution strategy, and global expansion efforts across Europe and North America. Prior to Vanguard, Mike was a consultant in the insurance industry and currently lives with his wife in Conshohocken, PA.
ZS is a global consulting, analytics, and technology firm focused on marketing and sales effectiveness and efficiency, with more than 13,000 employees worldwide. Jason joined ZS in 1997; he leads ZS’s financial services practice and has worked with asset management and insurers for more than a decade. Jason is also an adjunct professor of marketing at Boston College’s Carroll School of Management.