Are you gunning for a promotion?
Perhaps you are an internal who desperately wants to get to the outside.
Maybe you’re an external who wants to get into management.
How about a divisional that has their sights set on senior management.
Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
The relationships we have with advisors are indeed tricky.
Some would say it’s a bit of a chess match.
Thankfully we have Frank Maselli, who spends a ton of time working with the advisors that we serve, to lend a few insights.
While preparing a story for I Carry The Bag..the official magazine of wholesaling we interviewed COIs in all channels.
The scope of our learning was broad.
Here are a few tidbits (8 of more than 30) that we took away from a Merrill Lynch Complex Manager:
Email from us, yes! Sell your info, hell no!
Over 30 years of distribution experience provides the knowledge and granular insights Rob's clients require to assist them with their practices - whether working one on one, in groups, or live events; with senior leaders or frontline wholesalers. [Read More or Contact Us]