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JPMorgan Asset Management Continues to Earn DALBAR's Excellence in Sales Support Award for Providing Unparalleled Support to Financial Professionals

JPMorgan Asset Management Continues to Earn DALBAR's Excellence in Sales Support Award for Providing Unparalleled Support to Financial Professionals
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Emily Kunka , Mass Business Wire Dalbar Inc , Excellence In Sales Support Service Award , Service Award , Dalbar Inc , Asset Management , Sales Support Service Award , Sales Support Award ,

This Mutual Fund Company is in a Class by itself for FP Sales Support

/PRNewswire/ Today, DALBAR has formally recognized JPMorgan as the sole winner of the 2021 Excellence in Sales Support Award. After a rigorous review of 14. ....

Brendan Yeager , Source Dalbar Inc , Dalbar Inc , Sales Support , Sales Desk , Sales Support Award , Banking Amp Financial Services , Mutual Funds ,

DALBAR Awards Firms for Best-In-Class Telephone Sales Support

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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 highl ....

Brooke Halloran , Brendan Yeager , Putnam Investments , Source Dalbar Inc , Dalbar Inc , Sales Support Award , Customer Experience Audit , ப்ரூக் ஹாலோரன் , பிரெண்டன் யேஜர் , பட்நம் முதலீடுகள் , விற்பனை ஆதரவு விருது , வாடிக்கையாளர் அனுபவம் தணிக்கை ,