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Archives for December 2022

Survey Findings: What Do Advisors Look For In Wholesalers?

Our friends at YCharts have released a new white paper, What Do Advisors Look For In Wholesalers?.

It attempts to answer:

What do advisors look for in their wholesalers?

How can wholesalers make the biggest positive impact on an advisor’s business as a whole?

What can wholesalers do to create even more value for the advisors they work with?

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CLICK HERE to see all 39 ‘Thought of the Day’ insights (and download the image zip file)

THOUSANDS OF WHOLESALERS HAVE READ IT – HAVE YOU?

Wholesaler Masterminds Follow-up Task Worksheet

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