In a recent survey, advisors ranked field wholesalers as the #6 attribute influencing their decision to select one manager over another.

It's time for industry sales people to do a 180

Today's advisors want more than a product pitch. With most advisors changing their transaction-oriented business model to something more holistic, there's an opportunity for wholesalers to help financial advisors meet the demands of this new model, expanding their role and influence in a financial advisor's practice. Wholesalers who are changing their approach, elevating their skills and market knowledge are positioning themselves for long-term success. They are equipped to understand advisors’ objectives and are delivering valuable solutions. Is your team moving in this new direction? Let The 180° Wholesaler work with you and your team to become that valued partner in an advisor’s practice. Our process and programs give salespeople the confidence, knowledge and tools to successfully navigate the changing dynamics of wholesaling.