Plan advisors know just how vital their defined contribution (DC) wholesaler is to growing, building, and managing their practice. Here’s your chance to tell them how much you appreciate their efforts.
We have long referred to the Top DC Wholesalers as “Wingmen,” but these days, the best of them are true partners, often working side-by-side with advisors—and so, we call them Advisor Allies.
As always, we are restricting voting to advisors—we’ll ask for some information as confirmation (it’s just for our purposes, so please be honest). Please use your company/work email address; votes from Gmail, Yahoo, and Hotmail addresses will not be counted. Multiple votes are disregarded.
Once that information is provided, you can scroll down where you’ll see three options: search by name, company, or region/territory against a list of wholesalers submitted by NAPA record keeping and DCIO Firm Partners. NOTE: Only NAPA Firm Partners can nominate candidates for this list!
You can vote at https://www.napa-net.org/2023-napa-allied-advisors-voting-form.
Vote for as many as you want—but voting will CLOSE ON May 15.
Problems, questions, etc., can be directed to me at [email protected].
Wholesalers—and fans of wholesalers—it’s perfectly fine to campaign for votes. As Nevin Adams says, that’s how democracy works, right?
P.S. If you want to review past lists of top NAPA DC Wholesalers—they’re all online at NAPA Allied Advisors - 2022 | National Association of Plan Advisors (napa-net.org).
