Choosing An IMO With Eyes Wide Open
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Choosing An IMO With Eyes Wide Open
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Advisors spend hundreds of hours learning this industry and almost none learning who they should partner with.
There are courses, exams, continuing education, compliance training, and product training. But there's no course on how to choose an IMO, understand what they're making on your production, determine what you're actually paying for, or evaluate what that relationship is really worth.
In this episode, Justin sits down with Phil Graham to discuss how advisors can better evaluate their IMO relationships and make those decisions with their eyes wide open.
They also discuss Phil's IMO Value Audit™, a tool designed to put a dollar value on the services advisors actually use and provide a clearer picture of what their IMO relationship is really worth.
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Guests and companies featured on Beyond The IMO are selected based on relevance and value to independent advisors. Neither Justin nor Beyond The IMO receive compensation, referral fees, or incentives tied to who appears on the show.