Being the amazing folks that they are, not only did we received a bunch of comments, some expressed an interest in knowing what others suggested.
To that end:
Is email still effective?
Can speaking at broker dealer events provide the advisor eyeballs and attention you desire?
How do industry conferences rank in the hierarchy of productive wholesaler marketing activities?
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?
It’s both good news and bad news.
Good news: your amazing, LONG tenured, successful internal partner just got promoted to external.
Bad news: your amazing, LONG tenured, successful internal partner just got promoted to external.
Recently, a coaching client was navigating this transition in their territory.
He asked his soon-to-be-departed partner for their best pearls of wisdom that he could pass along to his new internal partner.
These 16 insights are presented as written, with only light editing for clarity.
Email from us, yes! Sell your info, hell no!