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Financial Service Wholesaler

Get a big picture view of financial product distribution and create a customized plan that is simple to follow and that will yield results for you and your territory. Our process showcases the benefits of your value proposition and how to position yourself as the go to person for solutions and advisor growth. A relationship orientated process that was created over 20 plus years that has yielded results for individuals and created distribution models for leading insurance and investment companies.


What's In It For You?


Increase your Quality of Life – Investment

Basic Consulting Package: 30-minute weekly phone or web-based consultation with homework and outlines emailed to the client: Process and Systems created for scale and practice enhancement. 



Enhanced Consulting Package:  Up to 60 minutes per week of consultation and personal critique of material by C4G Associates: A deeper dive and more intense into the practice process and resolution for growth.



A La Carte, Individual Topics/ Solution resolutions: Customized based on advisor/practice needs

$1,000 per two-session consultation

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