2011

20 Questions Wholesalers Should Ask Themselves To Have A Career Year In 2012

December 31, 2011
Thumbnail image for 20 Questions Wholesalers Should Ask Themselves To Have A Career Year In 2012

As I write this on 12/31/11 I am thinking about you and your ability to have a Career Year in 2012: What skills will it take to achieve your best year yet?

Read the full article →

There’s Always A Crack In The Door For Wholesalers To Get Through

December 15, 2011
Thumbnail image for There’s Always A Crack In The Door For Wholesalers To Get Through

Back in October I spoke at the CFDD Conference in Chicago. I was asked by Ross Marino at Rekon Intelligence to join him on a panel that addressed how wholesalers can get access to elite financial advisors – even when they are crazy busy. Following that engagement we interviewed Ross [...]

Read the full article →

11 Things Wholesalers Must Do To Ensure A Long And Successful Career

December 9, 2011
Thumbnail image for 11 Things Wholesalers Must Do To Ensure A Long And Successful Career

At a recent conference I met a long tenured wholesaler who spoke about a list he created that defined the 10 things wholesalers must do to insure a long a properous career. Of course I asked him for the list. That lead to the post A Lot More Than 10 Rules For [...]

Read the full article →

The 800 Pound Wholesaler – Bill Guertin

December 7, 2011
Thumbnail image for The 800 Pound Wholesaler – Bill Guertin

Quick. Tell me where you rank, marketshare wise, at your Top 5 focus firms/accounts. Are you the dominant player? Do you instill fear in other wholesalers?

Read the full article →

5 Ways Wholesalers Develop More Openable And Readable Emails

December 5, 2011
Thumbnail image for 5 Ways Wholesalers Develop More Openable And Readable Emails

How many emails do you get in a day? A week? How backlogged are you in reading them? In a recent meeting with a prospect I asked if she had received an email I had sent.

Read the full article →

What Can Wholesalers Do When There’s Too Much To Do? – Laura Stack

November 25, 2011
Thumbnail image for What Can Wholesalers Do When There’s Too Much To Do? – Laura Stack

Wholesaling and hamster wheels are too much alike. It seems that the finish line just keeps moving out in time.

Read the full article →