A Little Bird
INDUSTRIES / ASSET MANAGEMENT DISTRIBUTION
Map the wholesalers and platform teams competing for the same advisors.
Org maps of competitor distribution organizations, including external and internal wholesalers, national account and home office teams, and RIA and institutional coverage, for distribution leaders at asset managers.
FUNCTIONS WE MAP
01 External and internal wholesalers
02 National account teams
03 Home office teams
04 RIA and institutional coverage
Who uses it
Heads of distribution, sales strategy, distribution analytics and business development leaders at mutual fund, ETF, SMA and alternatives managers.
The decisions it informs
Wholesaler territory design and headcount against competitors in the same regions
The balance between external, internal and hybrid wholesalers
Coverage of broker-dealer home offices, platforms and model portfolio teams
Building RIA, alternatives or model portfolio coverage when a competitor already has a team
Response to a competitor's reorganization, merger or new product push
Why structure matters here
Flows data shows where assets moved. It doesn't show how many wholesalers a competitor puts in a territory, whether they specialize by channel or product, or how home office and platform relationships are staffed. That coverage model is set before flows change.
Questions we answer
How many external and internal wholesalers does a competitor field, and how are territories drawn?
Which broker-dealer and platform relationships does its national accounts team prioritize?
Has a competitor built a dedicated team for RIAs, alternatives or model portfolios?
How did its distribution structure change after a merger or leadership change?