What Do You Want From A Wholesaler?

So interesting just to be a fly on the wall and read these comments (I was not the one who asked the question).

Note, while the question was asked regarding mutual fund wholesalers, it has universal application (mostly).

Don’t shoot the messenger! 🙂

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

ZELLE

PAYPAL

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These were seen at https://www.reddit.com/r/CFP