Almost 50% of asset managers plan to add more internal wholesalers than externals over the next year
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Charm and bagels used to work. Is that enough today?
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While internal wholesalers’ biggest obstacle — gaining access to advisors — hasn’t changed, the way they go about it has.
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What changes lie ahead for the internal wholesaler?
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Your top-performing product is a real looker and you want to show it off.
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Word on the street is that internals burn out after 3 – 4 years.
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Ask your wholesalers to send you their five favorite questions.
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