Nobody knows more than plan advisors how important their local DC wholesaler can be in growing, building and managing their practice—particularly as we emerge from a pandemic! Here’s your chance to tell them how much you appreciate their efforts.
Now, we have long referred to the Top DC Wholesalers as “Wingmen” because if they are doing their job, they have your back—and while that’s certainly an apt description for the traditional role, the most successful wholesalers do more—they are true partners, often working side-by-side with advisors—and so, effective with last year’s “class,” we acknowledged that expanded role with a new name—Advisor Allies.
Once again, 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/2021-napa-allied-advisors-voting-form.
Vote for as many as you want—but voting will CLOSE ON AUGUST 13.
Problems, questions, etc. can be directed to me at [email protected].
The results of the voting will be evaluated by a blue ribbon panel—and the winners will be announced in September at the 2021 NAPA 401(k) Summit (haven’t registered yet? https://napasummit.org) and listed in the Fall issue of NAPA Net the Magazine.
Wholesalers—and fans of wholesalers—it’s perfectly fine to campaign for votes. After all, 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 https://www.napa-net.org/industry-intel/accolades/top-dc-wholesalers.
