A Brief Word From Rob
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