March 2011

5 Ways Wholesalers Endear Themselves to Advisors For Life

March 30, 2011

Earlier this month I had the opportunity to present a wholesaler workshop along side Craig Rollins, CEO of LJ Cooper Wealth Advisors at REISA. In addition to his work as an advisor and senior leader, Craig has written a book on wholesaling that was inspired by his experience with wholesalers [...]

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TMT – The Only Thing A Wholesaler Has To Offer

March 25, 2011

In a recent discussion with a Divisional Manager coaching client he was telling me about an activity he was doing with COIs. I questioned him as to why he was the one engaging in the activity that a lesser trained, less expensive staff member could do with the exact same results. And the rationale holds true for wholesalers [...]

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The Results Part 2 – Wholesaler Survey 2011

March 18, 2011

In 2009 Wholesaler Masterminds began to survey the wholesaling community. Given the significant unrest in the industry in late 2009 we kept our questions brief and our focus tight. The results of that survey were centered around job satisfaction. While the 2011 edition offers insights into the same questions, we expanded [...]

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Wholesalers Shouldn’t Neglect The Movable Middle

March 10, 2011

Today I was in San Antonio speaking to a group of super talented wholesalers. The speaker before me was the national sales manager of a mid-size third party marketer. As a COI he was invited to give his perspective to the team. (note: in the Winter edition of I Carry [...]

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3 Tips For Wholesalers to Craft Compelling Stories

March 1, 2011

Sometimes wholesalers are not quite as good on the stage as they think they are. And some, when they are being truthful with themselves, admit that they need improvement. In fact, all speakers, need to continually work on both their content and their delivery.

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