What tools and services do financial advisors value as they develop a relationship with their suppliers? Connecting With Advisors (CWA) is a Credo data set that enables the exploration of various tools and support services that advisors indicate are important to them as product manufacturers work to support and develop relationship with advisors.

Financial product manufacturers need to be on advisors’ product shelves because advisors are the conduit to end investors and consumers. Knowing the power of various tools in connecting with advisor segments is a key to success.

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