January 9, 2019, Needham, MA – Gaining access to today’s advisors is becoming increasingly challenging for wholesalers as advisors continue to limit the number of meetings they are willing to accept. Combined with an increasingly concentrated marketplace (advisor assets with their top three wholesaler has already surpassed 40%), the urgency for having well-trained and knowledgeable wholesalers is more crucial than ever. How can wholesalers improve and make the most of their face time with advisors? According to FUSE Research Network’s latest Advisor Trend Monitor Series Report – Wholesalers: The Advisor View, published in conjunction with WealthManagement.com, more than 800 surveyed advisors selected the delivery of value-add programs and investment/product knowledge as the two most critical areas for wholesaler improvement.
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