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.
Sometimes old ideas become new again.
Like this one for using Advisor Data Sheets.
Too frequently wholesalers:
Clearly differentiated.
Distinctly separated from the roiling Sea of Sameness.
What price would you pay to have clients, prospects, and COIs consistently view you in this way?
It’s as old as humankind.
It’s a proven way to get your message heard and understood.
So why don’t we tell more engaging stories about our firms, our products and ourselves?
Another suit, in another office, carrying another brief case.
Look in the mirror and tell only yourself if that describes you.
