How to Choose the Right Distribution Partner as a Financial Advisor
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How to Choose the Right Distribution Partner as a Financial Advisor
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Advisors tend to choose a distribution partner based on product shelf, compensation, or convenience. But according to Kalem Mackey, that's the wrong criteria entirely. Join host Kirsten Schlumbohm, VP of Annuity Sales at C2P and Prosperity Capital Advisors, as she sits down with Kalem Mackey, Executive Vice President at C2P and Prosperity Capital Advisors. Together they discuss what separates thriving advisor-distribution relationships from ones that quietly stall your growth. Drawing on nearly 25 years of experience on both sides of the table as an advisor and as a distribution partner, Kalem shares the principles, practices, and frameworks that make these partnerships truly work.
Resources:
- Tool referenced: Zocks
- Process referenced: The Bucket Plan®
- Programs referenced: The Bucket Plan®, The Teamwork Movement
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