FundQuest's client relationship team is available to
help the financial advisor meet the growing demand for
fee-based advice, transition to a fee-based practice by
gathering assets that produce recurring fee income, and
respond to competitive pressures. The client relationship
team can provide the following support:
- Conduct one-on-one client presentations
aimed at generating business and training advisors on
how to sell and position product with their clients
- Conduct client seminars aimed at
generating leads and business