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A Letter From an Advisor to a Wholesaler

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A Letter From an Advisor to a Wholesaler

Frank Maselli joins Kirk and Matt to review commentary Frank shared on LinkedIn a few years ago that went viral in the FinServ industry.

They discuss why it went viral, how it changed Frank’s career and how Frank’s view of the Advisor-Wholesaler relationship defines what financial services should be about – helping one another succeed.

There are some great lessons for advisors and how you communicate/work with your clients.

Related: Advisors: 5 Things That Are Killing Your Marketing

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