Research Brief

3 Key Ways to Influence an Advisor’s Product Choices

With so many similar products to choose from, a firm’s ability to influence the advisor’s decision-making process can be the difference between its product being considered and chosen—and its product being overlooked. The more an advisor trusts and respects the authority of a source, the more its information and opinions will matter—and the greater its ability to influence the final product choice.

Download this report to learn about the three key ways to influence an advisor's product choices.