Large sales territories, huge annual goals, dealing with financial advisors, RIA’s, TPA’s and record-keeper platforms…the role of a DCIO wholesaler is challenging and hectic. We understand your business. By partnering with Vindicated you gain an ally that can help:
- Increase Sales.
- Provide meaningful client meetings and memorable events.
- Raise your profile by offering sophisticated events and ‘My Personal Somm’ services.
Vindicated will work with you and your internal wholesaler and provide customized HTML email invitations to events that help drive attendance. In addition we will provide detailed advisor tracking information to all event sponsors.