What is the Sales Desk Standards Report?The Sales Desk Standards Report outlines the practices and standards that currently exist for internal wholesalers in the mutual fund and variable annuity industry. It identifies your firm’s position in relation to industry benchmarks and provides a basis for evaluating expenditures and managing internal wholesaler performance.

What is Included?

• Compensation practices
• Internal/external coordination
• Products supported
• Functions performed
• Career paths
• Training and performance measurements
• Technology and resources

How do you Gain Value?The Sales Desk Standards Report compares your practices to other firms and identifies whether:

• Compensation practices are competitive
• Your sales desk is under-utilized or over-utilized
• More effective monitoring methods and metrics are being used that might benefit your firm
• Training programs are on target or need upgrading

What is the Cost?Standard Cost: $2,500. 
Cost for firms that provided data: $1,500. 
The report is complimentary for Sales Desk Advisory Board members.