Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
That was the startling headline we recently read.
The statements were derived from a study done by AP Viewpoint: How Advisors Choose Actively Managed U.S. Equity Funds.
We encourage you to get the full 80 page report (link provided below), as our focus here is solely on the findings and accompanying quotes that the RIA study participants offered about ‘product representatives’ aka wholesalers.
Over 30 years of distribution experience provides the knowledge and granular insights Rob's clients require to assist them with their practices - whether working one on one, in groups, or live events; with senior leaders or frontline wholesalers. [Read More or Contact Us]
