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 you'll pick up a few wholesaling tips too!
Here's a link to the article referenced: 8 Ways Advisors Know They’ve Partnered With the Right Wholesaler