Workshop 14: Maximizing Your Wholesaler Potential

Tuesday, May 2, 2017 -
10:20am to 11:10am

Session type:

The Oechsli Institute’s research on more than 1,000 financial advisors reveals significant differences between what advisors want and what their wholesalers deliver. This session will teach you how to get a leg up on competitors by mastering relationship management and becoming the resource advisors want in their corner.