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
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.
9 What Ifs: A Wholesaler’s Approach To Working Conferences
Lightspeed Wholesaling – When Today’s Fast Is Tomorrow’s Slow
Wholesaler Survey 2011 – The Results: Part One
The Responsible Wholesaler
3 Ways Wholesalers Can Have More Productive Advisor Meetings
