The Awesome Wholesaler Experience Podcast

Episode 50

"Leave Your Brochures in Your Car and Find Out Where the Advisor is Hurting" with Curt Whipple

Awesome Mike Baker published on

Curt Whipple is a Certified Wealth Strategist (CWS) and a Certified Estate Planner (CEP) and for the past 32 years has Served as President of Advisor Success and C. Curtis & Associates, a Financial Planning Firm Located in SE Michigan.

Prior to this Curt was a  7 State Territory Manager for Roosevelt Life Insurance Company, back when Wholesaling was done on Horseback!

Spent the first 5 years of his career in Radio Sales and Management after Graduating from Biola University, in La Mirada, California,  with a BA in Communications.

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