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Distribution consulting

J.C. Trident's Distribution Consulting Practice is designed to assist Asset Managers that are looking to enhance their sales and marketing efforts.

This could be:

  • Mutual Funds
  • Real Estate Managers
  • Hedge Funds
  • Insurance Companies
  • Separate Account Managers
  • ETF Strategists
  • Alternative Managers

Our consulting practice is flexible in how it works with your company. If distribution is an issue at your firm, we should discuss a custom program to fit your specific situation. This could include our temporary sales management program so that rather than hiring a sales manager right out of the gate, a firm could engage the services of J.C. Trident to first evaluate the situation, lay the groundwork, begin the distribution efforts, and eventually hand off the baton to a full time sales manager. J.C. Trident can also help in developing new markets. If your firm is looking to penetrate the Broker Dealer, RIA, HNW or Institutional Market, J.C. Trident can support these efforts.

Here are three actual examples of what we have done for a couple of our clients:

Fixed the Distribution System: A money manager had a team of wholesalers and had just gone through a series of sales managers that had destroyed morale and the company was experiencing net redemptions. We overhauled the distribution system within the firm, trained the wholesalers, replaced the laggards, coached the new sales manager and the firm was experiencing positive asset flows for the first time in years within 7 months of us working with them.

Enhanced Distribution: A TIC Sponsor was looking to launch a Real Estate Fund. They had no distribution before. We helped them implement a distribution strategy that included a marketing program to begin penetrating the market. We then hired a team of wholesalers, trained them and launched them into the field.

Key Account Project: We were able to assist a mutual fund company interested in the Broker Dealer Market increase their selling agreements for less than 30 to over 100 within 6 months. Some of the firms we signed up included UBS, LPL, and ING. These three alone represent over 20,000 reps.

If you are looking to increase, enhance or fix your distribution efforts, give us a call.