For Traditional Asset Managers
Business Development Services
AFP will work on our clients behalf to add their funds to the major broker dealer platforms and banks, managing and/or assisting on:
- Fee negotiations
- Sales agreements
- Operations Issues
- Introduction and promotion of product range to sales management
- Provide ongoing support as your key account representative in the Americas.
- Provide marketing material support and web/digital services
Sales Support Services
AFP will provide sales coverage throughout the Americas, via the broker-dealer and registered
independent advisors (RIA) channels. Services include:
- Pre-marketing funds by contacting senior advisors and sales managers
- Schedule, participate and follow up on, introductory rollout
- Perform quarterly walk-throughs, keeping our clients and their products in front of the advisors we work with
- Schedule and participate in manager meetings two to three times a year
- Regularly distribute marketing material and provide internal sales support
For Alternative Asset Managers
Business Development & Sales Services
AFP will work on our clients’ behalf to introduce their funds to the offshore family office and registered independent advisors (RIA) networks within the Americas.
Services include:
- Comparative performance analysis & product positioning
- Focus on family offices in New York, Miami, and Brazil
- Contact target prospects distribute presentations and other fund literature
- Schedule and participate in manager meetings two to three times a year
- Follow up with all interested parties
- Ongoing client interaction and relationship management