5 Ways Financial Advisors Partner With Wholesalers

Recently the folks at Rekon Intelligence asked me to host, and be the master of ceremonies for, one of their 401(k) Rekon events.

My job was to introduce the seven wholesaler speakers, make sure the show ran on time and generally make sure that the financial advisor guests were treated in the right fashion.

I also had a chance to plant some pro-wholesaler seeds, derived from Five Ways Advisors Can Use Wholesalers to Get to Their Own Retirement and to offer a number of technology tips aimed at small business owners (as most independent financial adviors fit squarely in that category).

This video was shot with a simple Kodak zi8 using only the ambient lighting of the meeting room – so while the video quality is off, we hope you’ll find the content to be spot on.