On a LinkedIn Group I saw the following comment and knew that, as a community of wholesalers, we have a long way to go to change the perceptions of most advisors:
For Divisional Managers: Part Two – Create a More Effective Ride-Along
As a manager, what do you hope to experience when you ride with a wholesaler?
Better question: does your wholesaler know what you hope to experience?
It. Just. Is. – Your Futile Search for the Cure to Your To Do List
100+ years.
That’s the collective years of wholesaling wisdom represented at a recent, very small reunion of super successful current and former wholesalers.
Brexit Be Damned – 9 Things Wholesalers Can’t Control and 15 Things They Can
It’s easy to get sucked into the calamity du jour and lose focus.
To that end we offer a bit of perspective.
FundFire Survey Uncovers Wholesaler Weaknesses and Opportunities
In mid July FundFire ran the results of a survey aimed at understanding “ways managers can improve their chances of being selected for advisors’ portfolios.”
According to the site:
Overall, 141 advisors representing more than 10 firms participated in the 12-question survey. The respondents hailed from wirehouses, regional broker-dealers, independent broker-dealers, registered investment advisors and banks; the majority of respondents were wirehouse advisors.
While this survey was geared towards the mutual fund asset management population, the finding are no less insightful for any wholesaler that calls on financial advisors.
A few of the findings that gave us pause for thought here at Wholesaler Masterminds: [Read more…]
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