Research Brief

From Off-The-Shelf To Purpose Built: A Reimagined National Sales Model

Asset managers have invested heavily in data and tools to help understand which advisors they should focus on selling to, and which products they may want to buy. But that same data can be used to reshape how firms organize national sales teams in roles and territories.

Today’s personalized, data-driven national sales structure is not a “set-it-and-forget-it” organizational chart – leaders need to be ready to redeploy resources to meet emerging client needs. Read our latest report to learn how firms can build their teams to capitalize on specific firm goals and ensure resources are at the ready when opportunities arise.