The Wholesaler’s Commitment To Service

In the most recent Wealth Channel magazine from The American College we were asked to provide a practice management article that would be applicable to advisors and wholesalers alike.

Feel free to print it out and engage your advisors in a conversation about their service models, how they may improve their process and how you may be able to help.

Enjoy the read.

All That Glitters Is Platinum • The Wealth Channel Fall 2012 by Rob Shore on Scribd

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.

Please consider a seamless, no fee donation using Zelle or PayPal.

Our Zelle address is: shorespeak@gmail.com or use the QR codes.

THANK YOU!

Rob Shore
Founder

ZELLE

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We’re speaking to prospective coaching clients everyday and would be delighted to spend time with you to discus your objectives – both for your practice today and for your future career.

Let’s have a discussion about coaching soon.