This week, a NAPA-Net reader poses an intriguing question: “How often do you meet with DCIO & recordkeeper wholesalers? Who makes the cut?”
A recent NAPA-Net article by Rebecca Hourihan carried the compelling title, “‘We Don’t Meet with Wholesalers’ But Here’s Why You Should,” highlighting those benefits, including the reality that those wholesalers meet with thousands of advisors per year, and they not only see – but have access to – some pretty cool stuff.
One need look no further than current list of NAPA’s Top DC Wholesalers (the “Wingmen”) to find a pretty compelling list of experts and expertise.
This week, however, we’d like to know what criterion you use – how often you meet – and how that might have changed over the past several years – either because your practice needs have changed, or because their’s have…
Reply to this week’s NAPA-Net Reader Poll at https://www.research.net/r/LKSKY5D.
And, of course, we’ll have it wrapped up for you on Friday!
