Helping Advisors Along the Way: Meet Our Internal Wholesalers
February 23, 2021
When choosing a new company to move your Wealth Management business to it often comes down to finding the right fit. We understand the importance of providing our advisors with the right tools to be successful. That’s why as a Farm Bureau Wealth Management Advisor, you’ll have the support and resources you need to grow your business, right at your fingertips. This includes a critical team that provides our advisors with training and ongoing support – the Internal Wholesalers. Read on to learn more about how this team helps our advisors better serve their clients.
How do Internal Wholesalers assist Wealth Management Advisors?
A move to a new company, comes with change and often, a learning curve. Our wholesalers are available to provide training and ongoing support to our advisors on available products, Advisory platforms and systems. Our wholesalers are available to help review current portfolios and help find alternatives when needed.
Helping Farm Bureau Advisors Reach Their Goals
With over 40 years of combined industry experience, our wholesalers use their vast industry knowledge to answer product questions and help advisors find the best possible solution for the client’s unique situation.
Our wholesalers provide product and sales support to advisors via telephone and email support, as well as share investment ideas, education and product information.
They also assist advisors in developing portfolios. Additionally, they can coordinate the research and analysis of Mutual Funds and Money Managers (fee-based) offered through the external custodian platform.
Wholesalers can also act as a liaison between advisors and the Wealth Management Operations Team to help resolve client issues/problems.
Join a Team that Can Offer You More
When you join Farm Bureau as a Wealth Management Advisor, you’ll be supported by a team of professionals who are passionate about helping you provide the best client experience. Along with the Internal Wholesalers, you’ll be backed by additional internal teams including training, marketing, operations and more. From day one, we’ll work together to help you accomplish more for your clients.