Confessions of a Wholesaler [Episode 15]
The content of this episode is anchored in 3 necessary traits for effective financial advising. In addition, Michael provides action items for better financial practices.
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Key Links
Ken Gau and Tom Unger's Program: The Academy of Preferred Financial Advisors
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According to both Matthew Jarvis and our guest, very accomplished wholesaler Michael Appleby, the most successful advisors have these 3 traits:
[Focus]
Successful advisors have the concentration to take their practice to the next level.
They have garnered enough concentration to understand who their ideal client is (i.e…
The skinny
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