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Distribution Insight Podcasts

Distribution Insight Podcasts

Written by: Broadridge
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About this listen

 The Point is the podcast that connects data, analytics, and industry insight to asset management distribution.© 2020 Broadridge Financial Solutions, Inc. All Rights Reserved. Economics
Episodes
  • Transforming the Art and Science of Wholesaling

    Transforming the Art and Science of Wholesaling
    Aug 20 2020
    The Point is the podcast that connects data, analytics, and industry insight to asset management distribution.
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    15 mins
  • The Hunt for “Influenceability” among Model Users

    The Hunt for “Influenceability” among Model Users
    Sep 30 2020
    As model adoption rises among financial advisors, it’s important that asset manager distribution teams distinguish between who influenceable and who is not. An advisor leveraging third party models, for example, is likely to be in the latter category. This podcast explores how asset managers are employing data to improve their segmentation.
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    20 mins
  • Removing the Element of Chance From Client Engagement

    Removing the Element of Chance From Client Engagement
    Dec 16 2020
    Join us for the latest edition of The Point where Kristin Kulik-Peters, Global Head of Digital Client Experience with DWS, lays out the case on why building customer journey maps are critical to the industry’s future.
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    15 mins
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