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MARLBOROUGH, Mass., Dec. 16, 2020 /PRNewswire/ Today DALBAR announced the winners of the
2020 Excellence in Sales Support Award, recognizing those companies leading the industry in the handling inbound sales calls from the financial advisor community. This year s award winners are:
JPMorgan Funds
Putnam Investments The inbound sales desk is unique in that it blends elements of service and sales into a single role, explains DALBAR Director Brendan Yeager. Advisors are calling in with specific requests and it is crucial that the sales desk associate be able to meet those needs in an efficient manner. But that is just the beginning of the associate s role. They are there to help advance the sale. I like to think of providing friendly and competent service as the price of admission. Once the associate demonstrates their knowledge and earns the advisor s trust, they are in a much better position to actively sell, whether that means highlighting the compan