5 Ways Wholesalers Endear Themselves to Advisors For Life

Earlier this month I had the opportunity to present a wholesaler workshop along side Craig Rollins, CEO of LJ Cooper Wealth Advisors at REISA.

In addition to his work as an advisor and senior leader, Craig has written a book on wholesaling that was inspired by his experience with wholesalers from the client side of the table called The Wholesaler’s Companion.

In this segment of Wholesaler Masterminds Radio, Craig offer our listeners important insights into how we can create clients for life from the financial adviors that we serve.