MME: Why It's Time to Rethink Your Distribution Strategy

Many mutual fund firms want to grow beyond their existing client base. They want to generate demand through third parties such as Schwab, LPL or Merrill Lynch. Although obtaining selling agreements with these firms can be expensive and time-consuming, eventually most firms gain access.

Access, however, doesn't automatically mean sales. Competition with the largest name brands is fierce. 

Do you have a good story to tell, but find that investors aren't paying as much attention as you'd like? Or perhaps you've been building your distribution and are looking for ways to improve your strategy? 

 

The end of the year is the perfect time to think about what you accomplished and what you want to accomplish in the next twelve months. This checklist will help ensure you've thought through the major considerations to plan your distribution strategy for 2015.

Click for the full story written by SunStar's Dan Sondhelm featured in this week's Money Management Executive.

What strategies did I leave out?