Ideal Wholesaler Partnerships & Non-Product Offerings with Peter Schenck (First Command)
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Ideal Wholesaler Partnerships & Non-Product Offerings with Peter Schenck (First Command)
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Peter Schenck has spent nearly two decades as an advisor, branch manager, and most recently building a team of wholesalers. He joins the and discusses his experiences as advisor and what wholesalers did to stand out. He shares practical and actionable advice on 3 topics that are currently driving advisor activity: long-term care, estate planning, and tax efficient distributions. He also details how he's help build a wholesaler team that is exceeding their goals and creating successful partnerships within their advisor network
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