What Do Advisors Look For In Their Wholesalers? episode artwork

EPISODE · Dec 12, 2022 · 22 MIN

What Do Advisors Look For In Their Wholesalers?

from Internal Use Only · host Dan S.

Send us Fan MailYCharts recently published a fantastic report that details the advisor-wholesaler relationship. This report is applicable for Heads of Distribution, National Sales Managers, Divisional Managers, Externals and Internals alike.The host highlights a few key survey results, and offers an opinion on how these data points might impact distribution professionals. Disclaimer: the opinions expressed by the host are purely his own and are not affiliated with YCharts or any other entity. Click here to download the full report Start Your FREE 7-Day YCharts Trial Support the show

Episode metadata supplied by the publisher feed · Published Dec 12, 2022

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What Do Advisors Look For In Their Wholesalers?

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