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Rating:What JPMorgan Asks Advisors That Other Fund Firms Don't Not Rated 2.0 Email Routing List Email & Route  Print Print
Monday, January 09, 2012

What JPMorgan Asks Advisors That Other Fund Firms Don't

Reported by Armie Margaret Lee

JPMorgan Funds is one of two winners of Dalbar's annual award for excellence in sales support for advisors. The other winner is Allianz Life Insurance Company of North America.

Dalbar managing director Kathleen Whalen pointed to JPMorgan's commitment to equipping its sales support staff with the level of training that enables them take care of the advisor.

Whalen also noted when FAs call fund firms for information, the typical response is "Great, I'll send it to you."

"JPMorgan takes it to the next level," Whalen said. "They ask advisors 'Do you have a particular client in mind for this particular type of product?' That question opens up an entirely different kind of conversation." 

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