NOMINATE RESERVE SEATS

BDM/WHOLESALER OF THE YEAR


 

Description

 

BDMs are essential in the fund/advisor relationship. This award recognizes the lender BDM/wholesaler who has displayed excellence over the past 12-18 months, offers superior service to advisors. BDMs may nominate themselves and the WPA team will also review nominations from peers and clients. Considerable weight will be placed on nominations that come directly from the advisory and financial planning community.

Finalists will be invited to provide supporting documentation for submission to the WPA judging panel.

 

When judging this category, the following criteria will be considered:

 

  • accessibility and communication
  • demonstrated understanding of their advisors’ businesses
  • product knowledge
  • value contributed to advisors
  • year over year growth
  • business development
  • overall client service and relationship management

 

Nominate

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