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Over the past three days Ignites has been running the results of a wholesaler survey they did.
Ignites survey on the top issues that external wholesalers face in their profession. Precisely 152 wholesalers, representing more than 50 fund families with $3 trillion-plus in open-end mutual fund assets, took part in the research.
While there were a number of interesting findings one jumped off the page at me:
Maybe it’s in anticipation of a very significant birthday that I turn to a thought tied to mortality.
Maybe it just a great question for each of us to ask ourselves.
During the month of February we ran a brief three question survey to take the pulse of wholesaler satisfaction.
The results of the survey were surprising – sort of.
In January, which seemed to be ’employee satisfaction survey’ month in the human resources world, the following reports began to emerge:
Most wholesalers have an Internal Wholesaler (IW) that has become a vital piece of the business process and overall success of the region.
Sadly, from what I have seen over the years, there are wholesalers that just don’t understand how to leverage these valuable folks to maximize the success of the region.
Here’s the follow up to the 7 Essential Wholesaling Skills Your Manager Wants You to Have post.
In that post I said:
The survey findings were distilled down into two distinct categories. Those skills we deemed to be most critical indicators of success and secondary (though not much less important) skills.
