Episode 35 – A Letter from an Advisor to a Wholesaler with Frank Maselli

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Episode 35 – A Letter from an Advisor to a Wholesaler with Frank Maselli

September 3, 2017

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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.
FRANK ON LINKEDIN | FRANK’S WEBSITE | FRANK’S LETTER | KIRK’S LETTER

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Episode 35 – A Letter from an Advisor to a Wholesaler with Frank Maselli

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