Heartland Funds is taking a fresh approach to registered investment advisor distribution, utilizing social media, video technology and an advisory council to better support advisors. These tools help the firm more efficiently use its resources to find out what advisors want and then tailor a support strategy based on this feedback.
"As a boutique firm we are tightly focused on a few particular areas of the market as it relates to the size of our sales team," said Dave Ribbens, senior vice president, managing partner, Heartland Funds. "One of the key ideas is efficiency. What do you do with a sales team to keep it as efficient as possible when you have restrictions on what you are able to do because of the size of your firm?"