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In our Sunday Night Email (sign up over in the sidebar to join 10,000 of your peers that receive this communication ——> ) we wrote the following and asked for your input.
And input we got!
Here’s the Sunday Night Email followed, by the reader comments:
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.
A senior leader of distribution that we were interviewing for the next issue of I Carry The Bag magazine was discussing his outlook regarding the landscape for wholesaling 3-5 years in the future.
And, the implications for wholesalers that are rooted in days gone by.
We dusted off this piece which was originally written in 2009:
The speed at which information is coming at financial advisors today is unprecedented.
In a moments time they are bombarded with endless messages.
And somewhere in that clutter you need to stand out with your message.
