Great wholesalers are often great networkers.
In the event that doesn’t describe you, worry not – we’ve found a networking expert to assist you.
Would You Choose 4 1/2 or 4 1/2?
I’m no spring chicken.
Not quite over the hill, but old enough to be able to reflect on things that you may not have seen, heard, or thought about.
Take bank interest rates (stay with me here).
The Comfortable Wholesaler
[Ed. Note: The first in a continuing series of ‘Short Take” posts that we hope provide food for thought and reflection. They are borne out of the discussions we have everyday with our clients.]
Old couches:
70% of RIAs Are Not Influenced by Wholesalers and 46.7% React Negatively to Interactions
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.
51 Posts Every External Wholesaler Needs To Read
You really have grabbed the golden ring.
Done properly, your role as an external wholesaler will yield amazing career and financial rewards.
To assist you, here’s a curated list of posts we STRONGLY recommend you read.
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