Case Study

Systems and Technology Add Real Value to Advisor Relationships

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Competition for advisor business, disruptive tech and consolidation in the independent channel are changing the role of MGA wholesalers. The old ways of working with advisors—networking, marketing, and conducting product seminars—aren’t dead. But true relationship building requires the wholesaler to add real value to the advisor’s practice.

Download this case study to see how technology can optimize your relationships with your clients.

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