Archives for January 2017

A Barron’s Top 100 Advisor Speaks About Wholesalers with Erin Botsford

They are the holy grail of most wholesaler’s practices.

The Barron’s Top 100 advisor.

Cumulatively, based on the 2016 list, they manage $859,610,000,000!

You drove 300 miles this week.

You saw 24 advisors.

You made 43 outbound calls.

You know Ben, right?

Benjamin Franklin that is.

The topic of Social Security distribution planning has been a hot topic for advisors and wholesalers alike.

But what about the intricacies of retirement health care costs and the impact on sound financial planning?

One of the top three areas of improvement we consistently hear wholesalers need is productivity/time management.

Which would help to explain why Laura Stack has been visiting with us at Wholesaler Masterminds® periodically for the last six years!