This program is designed to help you improve the sales support your internal wholesalers are providing to advisors calling your sales desk. Sales desk support is measured through an ongoing evaluation of calls. You will receive monthly reports to guide you in improving the sales support that you are providing to advisors. By participating, you are eligible for DALBAR's Sales Support Award.
If you prefer to customize your program, we will work with you to design a program that will meet your needs. Some of the variables include whether you want inbound, outbound, or a combination of the two evaluated, how many calls you would like to have evaluated, the frequency of reporting, industry benchmarks, the amount of support provided as well as on-site training.
A discussion with a DALBAR's representative is required to in order to determine your firm’s needs and to provide a proposal with a price quote.
We work with you to customize a survey that will identify the health of the relationship your firm has with the financial advisers selling your products with the intent of gauging future behavior. For most firms, we will distribute the survey and gather, interpret and report on the results.
Advisor satisfaction is determined by means of an opinion survey, gathering advisor feedback on the following vital signs:
Ranges from $10,000-$20,000 for an initial engagement.
Subsequent/additional surveys of the same audience range from $8,000-$15,000