The traditional ways a wholesaler approaches their advisor relationships – networking, marketing, and product presentation – aren’t dead. But in today’s world, building a lasting relationship requires the wholesaler to add significant value to the advisor’s practice. That was the challenge faced by wholesaler, Lisa Fleming.
Read the case study to see how they:
- Profitably harnessed the power of portfolio design
- Attracted advisor interest with a new wholesaler value proposition
- Consistently positioned their advisor portfolios to stand out over competitors