Skip to content

NAPA Net - Polling Places 022219

Which Wholesalers Have Your Attention - and How Often?

This week, a NAPA-Net readers poses an intriguing question; “How often do you meet with DCIO & recordkeeper wholesalers? Who makes the cut?” 

The reality is that those wholesalers meet with thousands of advisors per year, and they not only see – but have access to - some pretty cool stuff.
1.How many wholesalers do you meet with in the course of a year?
2.What criteria, if any, do you use to decide which to meet with (check all that apply).
3.Has that changed in the past two years?
4.What kind of support do you get from your key wholesalers?
5.How important are these wholesaler resources to your practice?
Take it or leave it
Depends on the day
Six of one, half dozen of another
Appreciated more often than not.
Absolutely Essential
Market intel.
Product insights.
Prospect introductions.
Client support.
Marketing materials.
6.Who has the best ideas (person or firm)? 
7.Are there wholesalers you refuse to meet with?
8.What, if anything, do wholesalers try to do for you that you'd just as soon they didn't...
9.Other comments about wholesalers, wholesaler support (or lack thereof), things you'd like to get from wholesalers, things you no longer want from wholesalers, the criteria you use to decide which wholesalers to meet with, or life in general?
10.What is your role working with retirement plans?
11.What size plans do you PRIMARILY work with?
12.Suggestions for future survey questions?
13.All responses are anonymous and confidential, of course - but if you'd like me to know who you are, or allow for a response, you can leave your email below...
Privacy & Cookie Notice