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
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.
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