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wholesalers and advisors

Let’s Talk About Wholesalers and Advisors

Among the top echelon of financial advisors and a Barron’s Top 100 Advisor, I am often asked to share my views on investing and the economy.

Over the years, I’ve met with numerous wholesalers. And from them, learned ALL the strategies that helped us succeed today.

Recently, I was asked to speak with Wholesalers Masterminds. In the podcast, I talk about how wholesalers can succeed in their role and improve their interactions with advisors.

Link to Podcast

And don’t forget my new book, Seven Figure Firm: How to Build a Financial Services Business that Grows Itself, is due out soon! Keep checking back for more information.

Image attribution: https://pixabay.com/en/antenna-area-broadcast-broadcasting-602142/

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Let's Talk about Wholesalers and Advisors
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Recently, I was asked to speak with Wholesalers Masterminds. In the podcast, I talk about how wholesalers can succeed in their role and improve their interactions with advisors.
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