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

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