4 min listen
115: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
115: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
39 minutes
Released:
May 11, 2023
Format:
Podcast episode
Description
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 not so good ones and how to best utilize them as a resource for your business. -----------------LINKS FROM THIS EPISODE: Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
May 11, 2023
Format:
Podcast episode
Titles in the series (100)
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