New York, Chicago, Milwaukee, and Detroit
Sales & Distribution Support Services
Full Stack Solution
Sales & Distribution Support Services
Increase AUM in the ETFs by selling directly to financial advisors. Gain broader distribution by adding accessibility through National Accounts Platforms
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National accounts
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Hybrid selling
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Marketing follow-ups
National Accounts
- Leverage existing relationships and engage broker-dealer platforms to onboard clients’ offerings.
- Coordinate due diligence calls with broker dealers to evaluate clients’ ETFs.
- Complete all Requests for Information and Due Diligence Questionnaires.
- Seek home office model allocations and engage home office consulting personnel for advisor outreach and referrals.
Hybrid Selling
Proactively solicit clients’ offerings to RIAs and financial advisors at approved broker-dealers and platforms.
Generate brand and product awareness in the intermediary channel through direct emails, phone calls, meetings and webinars.
Maintain relationships with advisors to cross-sell new offerings and increase product retention.
Marketing Follow-Ups
Tidal uses leads generated from marketing activities and advisor engagement to implement proprietary scoring methodology and prioritize outreach.
Tidal’s hybrid wholesaling efforts leverage technology and data to move prospects down the funnel quickly and efficiently by focusing on financial advisors who are highly engaged.
Customized follow-up campaigns and consistent, high-quality contact help convert prospects to allocators and advocates.
A One Stop Shop Platform
Clients receive the distribution and economics qualities of an asset manager, with the full support of an ETF platform.
