Internal Use Only

What Do Advisors Look For In Their Wholesalers?


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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.



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Internal Use OnlyBy Dan S.

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