It seems like yesterday. We were opening our firm and needed help and they came and brought help and lots of it!
Which they? The product folks. The relationship managers, wholesalers, Regional VP’s, sales management and sales people.
We are now planning our 13th annual vendor dinner. Take a look at the blog below and begin to realize what an incredibly valuable group of people these are.
https://theadvisorscenter.wordpress.com/2009/07/26/the-vendor-event/
Eliot
Guide: The folks that call on you usually know more about their stuff than anyone.
Action item: Appreciate them and consider showing them your appreciation.
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You have no idea how few people say “Thanks” to them. Good on you! I was an advisor for 20+ years and wholesaled for 10. You get it! Best wishes.