Survey Findings: What Do Advisors Look For In Wholesalers?

Our friends at YCharts have released a new white paper, What Do Advisors Look For In Wholesalers?.

It attempts to answer:

What do advisors look for in their wholesalers?

How can wholesalers make the biggest positive impact on an advisor’s business as a whole?

What can wholesalers do to create even more value for the advisors they work with?

As we read through the results we were a bit taken by how some of the data skewed fairly significantly from similar surveys done over the past five years.

After +15-years of service to our wholesaling community, I've now retired - and I’m committed to keeping all our resources available for future generations of wholesalers and their leaders – but only as long as it makes fiscal sense.

Please consider a seamless, no fee donation using Zelle or PayPal.

Our Zelle address is: shorespeak@gmail.com or use the QR codes.

THANK YOU!

Rob Shore
Founder

ZELLE

PAYPAL Trouble scanning? Click here.

In order to put the data presented in proper context, we asked YCharts to supply a bit of the census info – particularly about the advisors that answered their questions.

We note that the respondents are more heavily weighted to RIA and Dual Registered.

Respondent breakdown:

DOWNLOAD YOUR COPY OF THE
“WHAT DO ADVISORS LOOK FOR IN THEIR WHOLESALERS?”
WHITE PAPER