Here are thetop 5 of NAPA's top 10 DC wholesalers, who are christened“wingmen,” says NAPA's Nevin Adams, “because if they are doingtheir job, they have the advisor's back in terms of information,tools, and support.” (Photo: Shutterstock)
Three components of the advisor-wholesaler dynamic arecrucial to get right: products, support services,and relationships.
Great DC wholesalers are usually by nature of the job good atrelationships. But advisors bear some responsibility as well. Thesethree quotations offer food for thought:
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Marlene Satter
Marlene Y. Satter has worked in and written about the financial industry for decades.
