Dear John:

Wholesalers are beginning to come up with new ways to win your business, so we thought it was time to get an update on how advisors perceive the value being provided — or not being provided — by wholesalers.

We’ve identified you as someone who we believe will have interesting views and opinions on this subject. Can you take a few minutes to help us with our quick survey? (Seriously, it should take less than 5 minutes to participate).

As a token of our appreciation for your participation, we’ll enter your name in a drawing for a $250 American Express gift card.

Our survey sample is small, so your cooperation is critical to our success.  Rest assured that your answers will only be used in conjunction with the others we receive.

Taking the survey is a snap—simply click here.

Thanks in advance for helping us with our research.

Cordially,

Jay McSherry 
Group Marketing Director

WealthManagement.com