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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!

[Read more…]

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.

[Read more…]

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