Troy Chakarun, Managing Director, Head of Wealth Management Sales, Voya Investment Management met with Julie Cooling, Founder & CEO, RIA Channel to discuss modern distribution and the importance of strategic advisor relationships.
The rapidly changing RIA landscape continues to impact the new norms for client experience, investment management, and recruiting. Chakarun explains how the shift has impacted Voya’s approach to distribution and business development. Today, Voya’s sales team leverages third party data in order to identify top prospects and deepen conversations with key decision makers and educated buyers. From a training perspective, the firm has made the effort to arm its sales team with research, frequent touchpoints with the investment team, and a means to complete industry designations like the CFA.
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