22 min

What Do Advisors Look For In Their Wholesalers‪?‬ Internal Use Only

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YCharts 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 d...

YCharts 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 d...

22 min