Wholesaling

INDEPENDENT, LICENSED PROFESSIONALS PRESENT YOUR PRODUCTS TO THE ADVISORS WHO NEED THEM MOST

Registered to sell a broad range of products, our experienced, nationwide wholesaling team serves as the advisor’s central point of contact for information and sales ideas about your products.

Covering all contiguous U.S. states, our sales team is trained to bring your message to financial advisors regardless of channel focus or client segment. With our detailed, objective perspective of the industry, we’re able to provide financial advisors with valuable insights into how and where your product fits in an investor’s portfolio.

wholesalers

Our wholesalers work hard to deliver what McKinsey & Company has described in their recent report, Searching for Profitable Growth in Asset Management,1 as “sales alpha;” that is, they endeavor to stimulate net flows above and beyond what the product strategy and investment performance could have achieved on their own.

Additionally, our team knows full well the importance of aligning your product with the practice management themes that enable financial advisors to professionalize their role and function as thought leaders and educators to their clients.

1.Source: McKinsey & Company. Searching for Profitable Growth in Asset Management http://www.mckinsey.com/client_service/financial_services