Too many years ago to count I was at a wholesaler meeting where our firm had enlisted the services of a then start up company to provide us with a look at how advisors viewed the firm and us as wholesalers.
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About Rob Shore
Over 30 years of distribution experience provides the knowledge and granular insights Rob's clients require to assist them with their practices - whether working one on one, in groups, or live events; with senior leaders or frontline wholesalers.
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