NOTE: Wholesalers – when you are done reading this send it to your boss and your marketing department.
Back in October I spoke at the CFDD Conference in Chicago.
Now we are bringing you the audio of the email tips that we shared with the audience that day.
Recently the folks at Rekon Intelligence asked me to host, and be the master of ceremonies for, one of their 401(k) Rekon events.
My job was to introduce the seven wholesaler speakers, make sure the show ran on time and generally make sure that the financial advisor guests were treated in the right fashion.
I also had a chance to plant some pro-wholesaler seeds, [Read more…]
What exactly do financial advisors want from wholesalers?
On a previous Wholesaler Masterminds Radio show we went Inside the Mind of the Financial Advisor with Bill Smith.