Workshop 14: Maximizing Your Wholesaler Potential

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

Session type:

The Oechsli Institute’s  research on over 1,000 Financial Advisors reveals significant differences between what FAs  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 every advisor  wants in their corner.