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What is a Wholesaler in Financial Services?

Joe Fink of Lincoln Financial discusses how he found his calling as a wholesaler in financial services.

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Practice Management Podcasts

April 30, 2021

We welcome Joe Fink of Lincoln Financial to our NextGen in 10 podcast for a discussion on why he became a wholesaler, and what it takes to build lasting relationships with professionals and clients. This episode begins a conversation on dress, deportment, and professional appearance when it comes to the financial services profession, and the advantages of mastering presentation for client and professional goals.

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