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8 Ways Advisors Know They’ve Partnered With the Right Wholesaler

From the Fall 2014 edition of The Wealth Channel Magazine, published by The American College.

Feel free to print a copy and use as a talking points document with your advisors…assuming you embody the eight traits!

What’s your prime time?

For most wholesalers the hours between 9 and 3 represent your best hours of the day (adjust accordingly for time zone and channel).

It was the early 1980’s at a No-Name Motel somewhere between Modesto and Fresno in the days before roll-on bags.

Sometimes old ideas become new again.

Like this one for using Advisor Data Sheets.

Too frequently wholesalers:

A few years back, I picked-up a rental car at the airport in Birmingham, AL.

It was well after dark, so nothing about the car seemed amiss.