hybrid wholesaling

The twin knockout blows of the Coronavirus and the resulting stock market meltdown have made business as usual nearly impossible for sales teams at asset management firms.

Most advisory firms were already curtailing visits from wholesalers even before COVID-19 hit our shores. And with most offices closed, industry conferences cancelled and travel budgets curtailed, the opportunities for traditional on-site product updates and lunch-and-learns are off the table for the immediate future.

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