Wholesale space station dark

How to Increase Wholesaler Effectiveness and Add Value to Advisor Practices


Disruption in the wealth management industry—due to technology, fee transparency, increased competition and increased customer expectations—has rendered the traditional wholesaler approach to making sales ineffective.

Changes that have already occurred in the advisor world are creating challenges for wholesalers. The old ways that wholesalers interacted with advisors are no longer relevant—not good enough to attract advisor attention.

A new approach to the wholesaler role is needed. To see why, first we need a clear picture of how the advisor role and their expectations of wholesalers have changed—and how these changes are putting pressure on wholesalers to evolve.

In this eBook you will learn:

  • How to leverage your tech stack to automate your processes and grow your business by offering advisors portfolio design and analysis services.
  • The need for wholesalers to transform their role.
  • How advisor's expectations have radically changed .
  • Ways to become an exceptional wholesaler.
Equisoft Article Background Image

Download Now

Related Articles

Equisoft Article Background Image

Wholesaler Productivity

What All Asset Managers Need to Know About the New Customer Experience Landscape

Changes in the wealth management industry are redefining customer expectations and putting pressure on Asset Managers to radically rethink their approach to the entire client journey. But many organizations are struggling to transform their digital customer experiences.
Read Article

Wholesaler Productivity

See what Equisoft/analyze for wholesalers can do for you

Equisoft/analyze for wholesalers is designed to help fund companies and their wholesaling teams increase sales performance in a variety of ways, most notably by standardizing and automating the positioning of investment products throughout the sales force.
Watch Video
Cross Sell Handshake 3840x1540 01

Wholesaler Productivity

Taking a Modern Approach to the Fund Wholesaler Role to Win Advisor Business

The traditional ways a wholesaler approached their advisor relationships: networking, marketing, and product presentation aren't dead. But true relationship building requires the wholesaler to add significant value to the advisor's practice.
Read Case Study