Broker Profiles:
Learning Best Practices by Profiling Leading Firms

Recently Released!!!
Date Published: October 4, 2013
Summary Power Point Deck: 41 Slides

Reference Power Point Deck: 3,082 Slides

The purpose of this research is to provide readers with profiles of hundreds of brokers and to develop an initial understanding of the best practices of leading brokers in the wirehouses, regional broker/dealers, & investment banks. The research includes detailed profiles of over 100 leading brokers (a wholesaler's bible), seeking to identify best practices in critical areas such as target markets, products & services usage, sales & marketing strategies, staffing & compensation issues, technology use, & succession planning.

Each broker profile addresses:
  • Target Markets
  • Products & Services
  • Sales & Marketing
  • Human Capital
  • Technology

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