8min chapter

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From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]

The Perfect RIA

CHAPTER

The Power of Wholesalers in Financial Advising

This chapter explores the pivotal role of wholesalers in the financial advising industry, showcasing their influence on advisors' careers through personal anecdotes and insightful discussions. It emphasizes the importance of nurturing value-driven partnerships with wholesalers to maximize support and avoid common pitfalls in the advisor-wholesaler dynamic.

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