A Top-Down Bottom-Up Perspective Successfully navigating today’s complex financial distribution landscape requires a focused approach. Understanding where your product sits, who your target advisors are, […]
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Marketing to Advisors: Departmentalizing Activities to Accomplish Distribution Objectives
Small, specialized managers do not need massive teams to compete in advisor channels. They need structure. Slingshot helps firms organize distribution activities across Product, Key Accounts, Marketing, and Sales, bringing clarity, focus, and scalable execution that strengthens advisor engagement and drives AUM growth.
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Reflections from the Future Proof Festival 2025
The 2025 Future Proof Festival took place September 7 through 10 on the shorelines of iconic Huntington Beach, California, where there was much to see, do, and learn. Slingshot Financial Founder, Garrett Brookes, attended the festival and shares his reflections.
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