• Being among one of the top three relationships with an advisor is the holy grail for wholesaling teams and asset managers since these partnerships provide a disproportionate share of the advisor’s book of business.
• Based on our most recent Wholesalers: The Advisor View report, that share will continue to intensify, escalating from an estimated 44% of surveyed advisors’ current assets to a projected 47% in 2028.
• The right products with competitive performance are table stakes. Since this is out of the hands of the sales team, wholesalers must deliver on what they can control—strong investment knowledge, a solid relationship with the advisor, and access to firm experts.

Percentage of Assets in Investment Offerings from Top Three Wholesaler Firms

Source: FUSE Research Network