Quincy Capital Partners help Investment Advisors increase their assets, manage their resources, and accelerate platform availability by:
- Understanding the investment markets and products
- Knowing the platform due diligence process and key gatekeepers
- Accelerating your access to top advisors in target markets
- Adding marketing as a complementary strategy through wholesaler sharing
- Executing your distribution strategy of existing and new product offerings
IS YOUR CURRENT WHOLESALER DISTRIBUTION RELATIONSHIP WORKING AS HARD AS YOU ARE?
- We will show you how to execute your distribution strategy by deploying human and financial resources in a way you can measure, sustain and manage.