Complete Advisor

Internal Wholesaler Becomes Top Advisor

What happens when you take an entrepreneurial-minded Internal Wholesaler and let him learn from the best of the best? Long story short, you get a rising star in the financial services industry! Join me for a conversation with Matt Schuller, once an internal wholesaler working with top advisors, now President of BrightPath Wealth Management, and developer of the Retire For L.I.F.E. program. Matt worked for years with top advisors from across the country; providing back-office support, working cases together, building marketing programs, and learning how they run their practice. Listen in as Matt shares what he learned, both good and bad and how he used that knowledge to jumpstart his Financial Advising carrier.

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