November 2011

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 →

UPDATED: Now It’s 76 Great Questions Wholesalers Should Ask Advisors

November 20, 2011
Thumbnail image for UPDATED: Now It’s 76 Great Questions Wholesalers Should Ask Advisors

If I’ve said it once, I’ve said it 100 times: wholesalers who partner with advisors (AE’s, agents, reps, etc.) are a valuable commodity. Those that show up and throw up are a dime a dozen. Where do you fit in?

Read the full article →

Wholesaling At The Speed Of Light

November 18, 2011
Thumbnail image for Wholesaling At The Speed Of Light

Are you the wholesaling reincarnation of the fightless, now extinct, DoDo Bird? Reminders that I have been in our business for a long time have hit me over the last week. In a conversation with a coaching client who is under 30, and well on his way to killing it in his first [...]

Read the full article →

A Lot More Than 10 Rules For Wholesalers

November 14, 2011
Thumbnail image for A Lot More Than 10 Rules For Wholesalers

Odd title for a post, I know. You see, it started as a Sunday Night Email (it’s received by over 4000 10,000 wholesaling folks – get on the Free Email Updates list over in the sidebar —–> ) which read:

Read the full article →

5 Ways Financial Advisors Partner With Wholesalers

November 9, 2011
Thumbnail image for 5 Ways Financial Advisors Partner With Wholesalers

Recently the folks at Rekon Intelligence asked me to host, and be the master of ceremonies for, one of their 401(k) Rekon events. My job was to introduce the seven wholesaler speakers, make sure the show ran on time and generally make sure that the financial advisor guests were treated [...]

Read the full article →

The Door Is Wide Open So Why Aren’t Wholesalers Walking Through It?

November 8, 2011
Thumbnail image for The Door Is Wide Open So Why Aren’t Wholesalers Walking Through It?

You know the game in sales. You look for a crack in the door, wedge your foot in, and then work your ass off to blow the door wide open. But what happens when the door is left open – WIDE OPEN?!

Read the full article →

← Previous Entries