What do advisors want from mutual wholesalers? In the latest "nugget of the week" from Horsesmouth
's joint service, FA Vision
, advisors describe what the most important attributes are for wholesalers.
"Knowledge about their firm's products" topped the list, receiving an average 81.5 out of 100 ranking. The second on the list was "availability/responsiveness," which beat out such attributes as "knowledge of competitors products" and "tailored approaches based on firm needs." Last on the list was "ability to help conduct client meetings," which earned a score of only 39 of 100 points.
FA Vision collected 3,129 responses between April 2nd and April 20th, 2009.
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