Industry Research

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!

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:

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?

His reputation speaks volumes.

She leads a channel of one of the most respected mutual fund distribution organizations in the land.

His innovations and ideas have been cross pollinated throughout other channels – and have added considerable billions to the top line of the firm.

She is a results driven leader who has delivered double digit growth, consistently, for years.

We are emphatic in our belief that wholesalers need to take an office day in order stay organized – and on top of their game.

And we respectfully disagree with sales managers who outright prohibit wholesalers from taking them.

How tenacious are you?

We get asked quite a bit about the number of times to call on an advisor prospect.