Connecting with Wholesalers During the Pandemic

Over the past couple of weeks, we’ve asked about the ways in which our interactions with plan sponsors, participants, and colleagues might change. 

Now we all know that a good wholesaler can be an advisor's best friend and trusted ally - though the travails of the past several weeks have surely been an impediment to business as usual.  

This week a reader asked us to ask about future interactions with wholesalers.

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* 1. What frequency have you heard from wholesalers during the pandemic?

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* 2. How have those interactions taken place (check all that apply)?

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* 3. What has been THE most common means of communication?

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* 4. While topic, timing, caller & time available can all be factors, generally speaking what do you consider to be an "appropriate" length of a zoom/video call with a wholesaler?

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* 5. While topic, timing, caller & time available can all be factors, generally speaking what have you found to be the most common length of a zoom/video call with a wholesaler?

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* 6. As we emerge from the limitations on travel/gathering, how do you think that might impact your interactions with wholesalers, if at all?

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* 7. What topic(s) would you like your wholesalers to be covering with/for you NOW?

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* 8. OK, last question; how're you doing (check all that apply today)?

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* 9. Other questions/comments about wholesalers, communicating with wholesalers, communications from wholesalers, visits from or with wholesalers, the impact of the pandemic on those communications, the future prospects for those communications, or life in general?

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* 10. What is your role working with retirement plans?

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* 11. What size plans do you PRIMARILY work with?

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* 12. Suggestions for future survey questions?  Seriously - what would you like to know about/from your fellow NAPA-Net readers?  Or what would you like to be asked?

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* 13. All responses are confidential, of course - but just in case you would like a response - or want me to know you responded - or just want to say hi - here's your chance to do so (don't forget your email)!

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