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Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Canada based community. We requested survey responses through direct email outreach, LinkedIn, Twitter and Facebook.
We received 847 total responses. In addition we received over 800 written comments.
This is Part 4 of our effort to provide you with an overview of the Survey results.
That was the startling headline we recently read.
The statements were derived from a study done by AP Viewpoint: How Advisors Choose Actively Managed U.S. Equity Funds.
We encourage you to get the full 80 page report (link provided below), as our focus here is solely on the findings and accompanying quotes that the RIA study participants offered about ‘product representatives’ aka wholesalers.
Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Canada based community. We requested survey responses through direct email outreach, LinkedIn, Twitter and Facebook.
We received 847 total responses. In addition we received over 800 written comments.
This is Part 3 of our effort to provide you with an overview of the Survey results.
Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Canada based community. We requested survey responses through direct email outreach, LinkedIn, Twitter and Facebook.
We received 847 total responses. In addition we received over 800 written comments.
This is Part 2 of our effort to provide you with an overview of the Survey results. See Part 1 here.
Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Canada based community. We requested survey responses through direct email outreach, LinkedIn, Twitter and Facebook.
We received 847 total responses. In addition we received over 800 written comments.
This is Part 1 of our effort to provide you with an overview of the Survey results.
Over 25 years of distribution experience provides the knowledge and granular insights Rob's clients require to assist them with their practices - whether working one on one, in groups, or live events; with senior leaders or frontline wholesalers. [Read More or Contact Us]
