In the cover story of the latest issue of NAPA Net the Magazine, seven of the nation’s top wholesalers talk about the 10 ways wholesalers can help you work more efficiently and effectively.
The cover story also features the 2022 NAPA Advisor Allies list of top wholesalers.
“I don’t think about my work with advisors transactionally,” says Alan Valenca, a vice president-regional sales consultant at T. Rowe Price in Boston. “The wholesalers who think of their work more consultatively, that’s what resonates with advisors. I take a strategic viewpoint, and facilitate them thinking about where they want their practice to go.”
Seven wholesalers who appeared on last year’s Top 10 Advisor Allies recordkeeper or DCIO lists (some also made this year’s lists) talked about ways they can help plan advisors work more efficiently—including areas that they say advisors often overlook.
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