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Wholesalers Should Never Show Advisors Their 6th Toe

“Your best client is also your competitor’s best prospect!”

That was the familiar refrain we used to hear from our sales manager.

And, of course, she was right.

So what can you do to make sure that your top producers remain YOUR top producers?

There is a list of things, and we’ll cover more in later posts, but the #1 suggestion is:

[Read more…]

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