CE MARKETING SOLUTIONS FOR WHOLESALERS
PROVIDING CONTINUING EDUCATION TO THE NATIONS FINANCIAL SERVICE PROFESSIONALS
CE MARKETING SOLUTIONS FOR FINANCIAL WHOLESALERS
PROVIDING CONTINUING EDUCATION TO THE NATIONS FINANCIAL SERVICE PROFESSIONALS
CE Professor Has the Solutions to Break Down Sales Barriers, Help Wholesalers Acquire Appointments, and Engage Financial Advisors
Our Simple Goal: Get More Appointments
In a recent CE Professor, Inc. study, financial wholesalers were asked about their most significant barrier to success. The overwhelming answer was “Not Enough Appointments.”
Why is it so hard to secure quality appointments with Financial Advisors?
The Post Pandemic Reality
%
73% of advisors expect to continue working at least partly from home this year, according to Arizent's "Predictions 2023" report.
%
The Percentage of Advisors Working in the Office 5 Days a Week, According to a Broadridge Asset Management Study
%
The Percentage of Advisors Working in an Office Less Than Two Days a Week, According to a Broadridge Asset Management Study
The lack of financial wholesaler effectiveness cannot be blamed solely on advisors’ absence from the office. Broker-dealers have become extremely controlling regarding branch access, severely limiting Walk-thru activities. Even wholesalers with appointments are typically escorted from advisor to advisor, leaving little room to discover unexpected opportunities.
How will you overcome market barriers and engage financial advisors in this lockout environment?
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Contact
Phone
(954) 439-4220
Address
20423 State Rd 7, Suite F6–146
Boca Raton, FL 33498