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Aug 29, 2017

We were asked to be a guest on the Resilient Advisor Podcast. Our host, Jay Coulter, wanted us to help his audience of financial advisors work with wholesalers more effectively.

In this 20 minute show, Rob Shore outlines the attributes that advisors should look for in great wholesaling partners - and along the way...

Aug 23, 2017

Here's a quick preview of some of the great topics and guests we have coming your way in the season ahead.