Description

As 2018 winds down, and 2019 appears just ahead, here's a brief word about what's in store for our podcast.

As mentioned:

• 2019 Business Plan Template 
• Quarterly Success Plan
• 2019 Rotation Builder
• Follow-up Task Worksheet

Also available:

• 76 Great Questions Wholesalers Should Ask Advisors
• External/Internal Partnership Success Guide
• Success Guide: Wholesalers and Schedulers
• Strengths, Weaknesses, Opportunities, and Threats Analysis