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Total assets under management with RIAs is hard to pinpoint.
But all can agree it is substantial enough that more and more firms are newly deploying or expanding their RIA sales teams.
But are they employing industry best practices in order to succeed?
What if you could pull back the curtain on an advisors practice and learn more about what makes wholesalers attractive to them?
What if that advisor was a multi-year recipient of a Barrons Top 100 designation.
In this episode of Wholesaler Masterminds Radio we welcome Jonathan Kuttin.
Here is the final installment of our two part post [read the first installment]:
Another suit, in another office, carrying another brief case.
Look in the mirror, be completely honest and tell only yourself if that describes you.
Coming off of, what was for most, a tremendous 2013 is it a surprise that wholesalers are feeling awfully optimistic about meeting their 2014 sales targets?
Or, has sales management done a better job of reining in the blow out sales of 2013 by creating a more sane sales plan for the year ahead?
What does the future hold for those of us that make our living in distribution?
What are the trends that will effect wholesalers, divisional managers, national sales leaders and the clients that they serve?
