Hard truths

Published: Sun, 09/17/23

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Mindless scrolling.

If you're like me, occasionally you'll find yourself doing just this when, without warning, you are sucked deep into a thread that captures your further attention.

So it was when I stumbled upon a reddit.com CFP group that was commenting about wholesalers.

And, amongst the many comments that gave me pause, this one deserves a closer look:

 

(click image for full size)

Great wholesalers work their butts off to be consultative partners to advisors.

They are so well educated and informed that they use the firms' 'party line' to have instructive, two-way dialog with the advisor.

And the last thing they're looking to do is puke product.

See the other comments at: What Do You Want From A Wholesaler?

Rob








































 
 

 
 


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