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Sequoia / Cerulli Wholesaling Survey

Sequoia System and Cerulli Associates, two industry authorities in the distribution of financial products, invite you to participate in an industry study focused on distribution trends.

Complimentary Key Findings Report – As a benefit to participating in the survey, you will receive a complimentary key findings report.  This report will include charts, analysis and key implications from the survey which may confirm or alter your business and development strategies.

Key Findings Report Topics Include:

  • Greatest Challenges for Wholesalers
  • How Advisors Value Wholesaler Services
  • The Primary Value Wholesalers Provide to Advisors
  • Top Sources for Prospects
  • How Wholesalers Spend Their Time
  • Number of Products Used  by Producing Advisors
Take Wholesaling Survey