Workshop 26: You are Talking, but are You Saying the Right Things? A Wholesaler Conversation With an Advisor

Date: 
Tuesday, May 2, 2017 -
2:30pm to 3:20pm

Session type:

Don’t miss this unique opportunity for a candid conversation with a seasoned advisor.  Craig Snyder, CIMA®, CPWA®, sits down with advisor Bob Clelland, CPWA®, to discuss what wholesalers need to know to be more successful in their relationships with advisors.   Mr. Snyder and Mr. Clelland will discuss the most important issues to keep in mind when working with high-net-worth and ultra-high-net-worth advisors, as well as what you can do in your role to make the advisor’s job easier – ultimately, making their practice more successful.