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

Special thanks to our sponsors

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