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