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!
Wholesalers Should Give Their Clients The Platinum Treatment
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.
Five Ways Advisors Can Use Wholesalers to Get to Their Own Retirement
This article is from the Fall 2011 issue of The American College’s Wealth Channel Magazine:
It presents ideas for advisors on how to best partner with wholesalers.
Enjoy the read.
Five Ways Advisors Can Use Wholesalers to Get to Their Own Retirement – Wealth Channel Winter 2011 by Rob Shore on Scribd