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It’s time for the second annual Wholesaler Satisfaction Survey. For the 2011 edition we have expanded the number of questions (it’s still short) and added topics that we know are on your mind.
The results of the survey will be published in the coming months right here on the blog.
You may have seen the post that WholesalerBriefcase.com wrote about the Wholesaler Lifetime Achievement Award presented at the recent Sequoia Connect ’10 conference.
As I sat in the audience and listened to each award winner* speak from the dais I couldn’t help but make a list of the attributes that they outlined as being most critical to their success.
We have decided to make this a multi-part post so that our readers can digest these attributes and have time to reflect on them in the light of their own practices.
So, in no particular order, here is Part One.
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…]
Investment News holds a teleconference about a topic and offers CE credit for those in attendance.
Financial Planning Magazine offers a quick 10 question quiz at the end of the monthly issue and offers CFP, CIMA, CIMC and CPWA continuing education credit for successful completion.
You hold a meeting covering an economic update along with sales ideas and reps get…..donuts.
What do Investment News and Financial Planning know that you should too? [Read more…]
Unique to the profession, wholesalers frequently spend hours upon hours alone. They are driving long distances from Point A to Point B, enduring unending air travel delays, or are holed up in the local Hilton.
And, not at all unique to the profession, during that alone time they have time to think.
Sometimes as they think they become increasingly dissatisfied.
And like listening to a dripping faucet in a rundown Radisson they get obsessed by the noise of their thoughts.
So what is it that wholesalers are dissatisfied about? [Read more…]
