For the third year in a row, Cerulli and Advanced Sales & Marketing are giving sales distribution team the chance to benchmark their operations against industry norms. If you’re a sales manager or wholesaler in the financial services industry and you’re interested, we welcome your participation in the 3rd annual Cerulli/Advanced Sales & Marketing Wholesaling Survey.

        This is a challenging time in the financial services industry. The current environment creates opportunities to refine and redirect wholesaling efforts and enhance productivity. This year’s wholesaling survey offers a set of questions to probe wholesalers' effectiveness.

Here are the survey details:

• The survey consists of 41 questions.
• It takes wholesalers about 10-15 minutes to complete.
• The link can be found at http://www.cerulli.com/surveys/survey-2010-advanced-sales.htm

        To participate, wholesalers simply follow the web link above. Note that individual responses are confidential and will not be shared. Only summarized results will be released.

If you have any questions, please contact John McCarthy or Chip Robison at Advanced Sales & Marketing Corporation. 1-800-597-8084.