Ep. 22: What is a Wholesaler in Financial Services?

In the first episode of Season 3, Alanah Phillips welcomes dress and deportment expert Joe Fink of Lincoln Financial with a discussion of why he became a wholesaler, and what it takes to build lasting relationships with professionals and clients. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

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Welcome to NextGen in 10, a production of The American College of Financial Services. Our mission: to produce stimulating, thought-provoking content that will increase awareness of financial planning, establish best practices for a new generation of advisors, and help those in the profession better connect with next-generation clients. Join our next-gen hosts and guests as they navigate the complex world of financial services and spill the tea on today's timely topics.