What Financial Advisors Want From Wholesalers – Ross Marino

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.

After +15-years of service to our wholesaling community, I've now retired - and I’m committed to keeping all our resources available for future generations of wholesalers and their leaders – but only as long as it makes fiscal sense.

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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.