Wholesaler Alpha: Why You Should Demand Above-Benchmark Value From Your Wholesaler
We believe in the value of advisors. But do advisors believe in the value of wholesalers?
Clearly, wholesalers who call on advisors run the spectrum from bad to great. Are the wholesalers you work with providing you with above-benchmark value—what we call wholesaler alpha? They should be. Like advisors, wholesalers are under more pressure than ever to prove they are worth their fees. In the short run, this creates some noticeable pain for fund companies, but the good wholesalers don’t fear this trend.
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The Magic of Storytelling for Your Business
Using stories to simplify industry jargon and explain market conditions may help make your client meetings more engaging and more memorable.
3 Steps to Becoming a Trusted and Sought-After Center of Influence
Are you establishing the right relationships and Center of Influence (COI) partnerships as a way to help deliver a higher standard of service to your clients? These tactics may help.
Risk-Taking Across Generations
Do investors take less risk as they age? Do millennial investors have a higher risk tolerance than the average investor overall? This research paper explores how various demographic groups view risk and how investors' experiences shape their risk tolerance.