dk Financial Distribution focuses on the
expansion of distribution for small to mid sized mutual
funds, annuities, and money managers.
Control your R.O.I. and let our team of trained and
experienced wholesalers give you the marketing
advantage.
Our staff is ready for any project ranging from long
term wholesaling to short term market penetration goals.
Even if you have a wholesaling team and need a little
extra marketing support or field training let us know.
We can help you reach your goal
quickly and with a lot less capital then building a proprietary
sales force of inexperienced wholesalers.
We expect you to have a desire to raise capital and to
do what it takes to get the job done. We can only be
successful if we have the budget, flexibility, and allow
access to your information and managers. On average we
commit to a minimum of 4 months with one to two weeks at
your home office for training the staff assigned to your
project.
At present we
are only adding clients on the west coast focused in the
CA, NV, HI, WA area. That is where the bulk of our
database and contacts are based. Our desire to work
narrow and deep will set us apart from other 3rd party
distribution companies.
Services we offer: Wholesaling & Inside Wholesaling
Wholesaler training
Technology consulting for your company and sales team
One on one coaching for your team and management
Third party analyst Fulfillment Mailings
and special events
Recruitment of permanent wholesalers and managers