Credo’s monthly marketing bulletins are 4-page executive briefs. Each bulletin is a tight synthesis of information along with insights about what the subject means to your business. Credo relies on a combination of qualitative research, quantitative research and desk research to produce these briefs and each is designed to focus the executive’s attention on an important marketing matter.
Credo’s research has revealed the importance of delivering consistency; not just through financial returns, but also through levels of service. This brief will focus on what drives advisors’ perceptions of consistency both qualitatively and quantitatively. It will offer specific measures that can be managed effectively in order to deliver what your advisor clients demand.