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

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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: