What exactly do financial advisors want from wholesalers?
On a previous Wholesaler Masterminds Radio show we went Inside the Mind of the Financial Advisor with Bill Smith.
At a recent Center For Due Diligence Conference Ross Marino who is the CEO of Rekon Intelligence and a 23 year financial adviser, in addition to being a branch manager, spoke about just this topic.
In our interview Ross recreates all of the bullet points he shared in front of 60+ wholesalers and their leaders during our panel discussion on October 17th, 2011.
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In Markets Like These What You DON’T Say May Matter Most
Wholesalers Shouldn’t Hide Their Financial Success – Kim Ann Curtin
3 Ways to Make Your Advisors (and You) More Referable – Bill Cates
Understanding The Wholesaler Brain – Scott Halford
Wholesalers Need To Suck Before They Soar – Theo Androus