Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
115: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan
There are so many things vying for your time and I know your calendar is PACKED! I know if you were an outsider, like a wholesaler, trying to get on my calendar… you needed to be providing MAJOR value.
In today’s episode, we’re going to dive into how to get the most out of your internal and external wholesaler relationships… and I’m not just talking about marketing money.
A great wholesaler can really become an integral part of your practice's growth and does SO MUCH MORE than just “push” a product or fund family. But, the catch is that you need to know how to separate the good ones from the…
The skinny
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