Meet Clay
Financial services distribution has changed. Advisors are more disparate and independent; making them hard to find and even harder to engage. The on-demand nature of today’s economy has also changed the nature of the wholesaler – advisor relationship. The advisor expects access to wholesaling on demand.
But what hasn’t changed is the foundational nature of relationships in the financial services business.
Clay’s 35 years of wholesaling experience and technology insight can help you answer one of today’s key questions.
How do you adopt new technology, that will optimize your investment in human capital while providing on demand wholesaling that is both accessable and convenient for advisors?