Research Study National Sales Conferences: A Catalyst for Improvement

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National sales meetings are an annual (or biannual) staple of an asset management firm’s distribution organization. These events are often structured to reset the sales force on new strategy, focus products, and compensation plans. Instead, these meetings could be used to continually improve and build on ways to increase the effectiveness of the sales team in the field.

DST’s research, National Sales Conferences: A Catalyst for Improvement, looks at ways to ensure meetings make the best use of time for everyone involved – particularly the advisor-consultants who are taken out of the field for several days to attend them.

Purchase this report to:

  • Gain insight into how the industry structure sales conferences today.
  • Get a framework for refining sales conferences to make them more impactful.
  • Increase audience engagement at sales conferences with practical suggestions.

Purchasers of this report also receive a personalized DST Distribution analyst presentation. Purchase the report today.


DST conducted interviews with selected asset management distribution executives and analyzed 15 survey responses from heads of distribution and national sales managers.

Table of Contents

  • Reimagining the Objective
  • Engaging Your Audience
  • Content that Provides Value to the Advisor
  • An Opportunity to Build Culture
  • The Model Meeting
  • Recommendations

Report Details

  • 36 pages
  • Released 12/4/2015
  • Author: Jeff Strange

categories: roundtable/events, national sales manager, distribution strategy

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