Future Adviser Distribution Strategy and Operating Model

Following the purchase of a third-party platform, Alpha was engaged to define an aligned distribution strategy across the businesses to drive growth in the B2B market, defining the market opportunity, key trends and considerations required for continued successful market participation.

Alpha defined the future distribution and channel strategy for the combined group business.

Alpha created an intermediary, workplace and corporate partner segmentation model to identify the key needs and drivers of each segment and opportunities to target these segments in the future.

Alpha undertook a detailed assessment of the needs of both ‘restricted’ and / or ‘PE backed consolidator’ models to understand opportunities to better serve and meet the needs of these firms in the future and avoid ‘lockout risk’.

Client Outcomes

• Strategy and market participation
• Distribution and channel strategy
• Adviser segmentation
• Operating model design