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Survey Findings: What Do Advisors Look For In Wholesalers?

Our friends at YCharts have released a new white paper, What Do Advisors Look For In Wholesalers?.

It attempts to answer:

What do advisors look for in their wholesalers?

How can wholesalers make the biggest positive impact on an advisor’s business as a whole?

What can wholesalers do to create even more value for the advisors they work with?

[Read more…]

Poll Results: Is The Suit and Tie Dead?

During the last week of June 2021 we received an email from a Divisional Manager that read:

[Read more…]

8 Ways Advisors Know They’ve Partnered With the Right Wholesaler

From the Fall 2014 edition of The Wealth Channel Magazine, published by The American College.

Feel free to print a copy and use as a talking points document with your advisors…assuming you embody the eight traits!

[Read more…]

Tell Us Your Story of Tales From the Road

Believe it or Don't - Wholesaler Tales From the Road.

For the last 25 years that we’ve been in distribution we’ve seen and heard some absolutely outrageous things happen in the field.

For instance:

[Read more…]

How To Move Advisors From Being Interested To Producing

Why is it that charities like to send us pre addressed labels for free?

What does the waitress at your local restaurant know that you should too?

Are you aware that the Hare Krishnas used to raise million of dollars using a concept that you should use more of as well?

[Read more…]

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