Wolfe On The Street | A Quantum Podcast

Wolfe On The Street | Quantum Elite Advisor Experiences

9 min · 25. März 2025
Episode Wolfe On The Street | Quantum Elite Advisor Experiences Cover

Beschreibung

Our unique producer group events are designed to gather our top advisors at places like the New York Stock Exchange to see what goes into our proprietary product designs while comparing notes with like minded producers. We also discuss our quarterly referral training in Scottsdale that completely turns the tables on how most advisors think about generating referrals. Many advisors have called this event the best training they've ever received!

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Episode AJ Wolfe: How I Help Advisors Grow Cover

AJ Wolfe: How I Help Advisors Grow

Vice President of Advisor Development, AJ Wolfe, explains why Quantum is different from other IMOs and how he helps advisors grow their businesses. He talks about his prior role at Annexus and how it led him to quickly build one of the top marketer teams at Quantum. SOME TOPICS YOU WILL HEAR DISCUSSED: * What Quantum offers on a daily basis. * A visit to our Scottsdale, Arizona headquarters will immerse you in our culture. * When you partner with us, you also join a community of advisors—your peers. * Every advisor's business plan is tailored to what the advisor most wants and needs. * AJs former experience with Annexus allows him to convey nerdy math facts to advisors who want to dive deep into product architecture. * Lean on us to sift through 400+ annuity products to put together tailored case designs based on client parameters. * Proprietary products allow us to give you a competitive advantage. It's a win-win-win trifecta for us, for you, and most importantly…for your client. * If you are looking for a long-term partnership, book your trip to Scottsdale now. 800.440.1088.

10. Dez. 20249 min