You run into it all the time.
The advisor that promises the moon.
And delivers nothing. Nada. Zip. Zero.
So how can you tell if the advisor is lying?
Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
In the Winter 2013 issue of the American College’s Wealth Channel Magazine we did a story titled “All That Glitters Is Platinum!”
Because the bar for great service continues to rise.
And, while some follow the Golden Rule, great wholesalers follow the Platinum Rule.
You’ve been approached by a local Financial Planning Association (FPA) chapter to sponsor one or more meetings.
If you’re like me, part of the thought process is: