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The first alternative of interest is Alternative 1: Concentrate on their current clients, broaden and deepen their relationship with them, while maintaining current offerings. The second alternative of interest is Alternative 5: Try to attract new clients through the development of an outside distribution network (intermediaries).
In order to analyse and evaluate more thoroughly these two (2) interesting alternatives, the following grid will be used. Each alternative will be evaluated with regards to the Profiles of Seven Investor Segments in the Investor Demand Study. For Alternative 5, we only analysed the investor segment called “Advisor Dependents”, because we consider that the intermediaries’ customers must mostly be from this investor segment...
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