How a Top Wholesaler Accelerated Sales Through Product Positioning

How a Top Wholesaler Accelerated Sales Through Product Positioning

Case Study

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
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