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.
Women in Wealth: Understanding Differences in Women Investors
Research conducted by Fidelity has uncovered three distinct personas of women investors.
Deep Dive: Language - Having effective outcome-oriented client conversations
This podcast dives into how you can tweak their language in order to have more effective client conversations.
The Bid: Money talks, stress walks
Money is ranked the #1 source of stress in people’s lives, higher than physical health, work or family. But while we’re often willing to talk about the rest of these stressors, money is surrounded by taboo. How can we turn this concept into something approachable and part of cultural conversation?