“It’s like déjà vu all over again.” ~ Yogi Berra
That’s what it feels like to read the most recent advisor survey results from FUSE and WealthManagement.com.
Same findings, different year.
For those loyal readers of Wholesalers Masterminds®, you have seen this before:
The most recent survey reinforces (again) an opportunity that you simply need to be taking advantage of.
And if you’re not, well, shame on you.
Most Important Areas for Wholesaler Improvement
Further, the study goes deeper to suggest:
“Those advisors seeking a boost in the delivery of value-add programs were wirehouse advisors and IBDs, advisors with mid-tier practices, middle-age advisors or middle-age clients, and younger advisors,” notes Patrick Newcomb, Director of BenchMark Research, FUSE Research Network.
Our assertion that wholesalers need to have a well constructed PVP-Peerless Value Proposition® continues to be borne out in advisor survey after advisor survey, for the past decade.
What are you doing to craft and successfully market yours?
More information on the FUSE Research Network’s latest Advisor Trend Monitor Series Report – Wholesalers: The Advisor View, can be found here.