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Letter from an Advisor to a Wholesaler

Okay…so you want to meet me. You’ve been asking for an appointment to "sit down and learn about my business." That sounds great, but let's cut the BS. We both know what’s really going to happen. You’re going to ask a few basic questions and then launch into a product pitch about your ( annuity, mutual fund, ETF, money manager, alternative strategy, REIT, MLP) …whatever the hell you have that’s going to be the…

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