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Distribution
ALPS Distributors, Inc. (ADI), (Member FINRA, www.finra.org) offers an extensive array of distribution services, ranging from consulting to wholesaling services. Clients benefit from the knowledge of ADI’s internal experts as well as our alliances with Merrill Lynch, the American Stock Exchange, the NASDAQ and other distribution partners.
Consulting Services
- Provide strategic planning based on market research and experience
- Create and communicate marketing and sales strategies
- Consult on sales force configuration
- Advise on distribution channel strategy
Wholesaling and Wholesaling Support
- Recruit, manage and train field and internal wholesalers
- Provide full-service wholesaling, including broker presentations and institutional meetings
- Develop and provide product and sales training
- Manage database of clients and prospects
- Make outbound and take inbound sales calls
- Disseminate mass mailings
- Provide fulfillment and sales reporting
- Manage the broker/dealer selling agreement process
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