It’s easy to get sucked into the calamity du jour and lose focus.
To that end we offer a bit of perspective.
Archives for June 2016
Advisor’s Viewpoint: How to Successfully Manage Wholesaler Relationships
This post from June 21, 2016 originally ran at Advisors Perspective and was written by Teresa Riccobuono. It is posted here at Wholesaler Masterminds® with permission.
In my recent article on investment philosophy, I mentioned using your relationship with wholesalers to benefit your clients. Developing good relationships with wholesalers of funds in which your clients are invested makes good sense.
Wholesaler Believe It or Don’t Stories
A few years ago we started a open forum for wholesalers to share stories that only fellow wholesalers could believe and/or relate to.
Here are some of the latest entries.
