The demands on a wholesaler are great.
Both from the advisors they serve and the managers that employ them.
One of those demands is activity.
Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
We speak, write and coach about it endlessly.
Wholesalers navigating the treacherous waters of the great Sea of Wholesaler Sameness.
And Scott McKain knows a thing or two about this topic.
Too many years ago to count I was at a wholesaler meeting where our firm had enlisted the services of a then start up company to provide us with a look at how advisors viewed the firm and us as wholesalers.
It was at this meeting that I met Steve DeLano and Market Metrics.