How are external wholesalers thinking about the future?
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Laura A. Murach, ACS, LLIF, FLMI; Carol L. Perkins, ASA, CLU, ChFC 3/15/2021
How are external wholesalers thinking about the future?
The pandemic has disrupted wholesaling like we have never seen. Learn how external wholesalers are thinking about future support and training needs, travel, virtual communication, and relationships.
The challenge for wholesalers and the carriers they represent is to retain the fundamental attributes that remain most valuable to advisors while simultaneously adapting to address powerful forces impacting the financial services industry.
Point-of-Sale Assistance – Viewpoints of Wholesalers and Advisors.