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Off-the-Shelf Research
The State of DCIO Distribution:
2012 -
Making the Most of Limited Resources to Thrive in a Maturing Market - In-depth research study featuring
key DCIO business benchmarks, such as sales force productivity,
headcounts, compensation; recordkeeper fees, annual DCIO sales and marketing
budgets, and best practices for supporting DC platforms and retirement
advisors. Designed specifically for DCIO sales executives, the data and
analysis contained in this report will lead to enhancements in
productivity and profitability.
View the brochure.
Best Practices in DCIO
Sales and Marketing
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In-depth research study featuring benchmarks for annual DCIO budgets and
insights from DC platform gatekeepers and 401(k)-focused advisors
on best-in-class sales practices and value-add programs.
Click here
for details.
Aligning an
Organization for Platform Sales Success -
In-depth research study featuring analysis of DCIO, sub-advisory, SMA,
fund wrap, and other platform markets.
Click here for details.
On-Site Presentations
Ideal for a strategic
planning meeting or an annual meeting of the DCIO sales force let Sway
Research customize a deck for your firm. Contact
us for information and pricing.
DCIO Consulting
Enhancing a sales
effort, or in need of competitive benchmarking data to evaluate your
business?
Contact us to learn how Sway Research can help
and click here to review a few past
engagements. |
