Post image for Why Wholesalers Should Never Fly Solo – Waldo Waldman

If we’ve heard it once we’ve heard it a thousand times.

The wholesaler that exclaims, “I’m a lone wolf.”

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Post image for Great Wholesalers Do Not Collect Business Cards

Admit it.

Somewhere in your home office is ‘the box’.

The one that contains all of the business cards you have collected over the past ____ years.

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Should Wholesalers Procrastinate on Purpose? – Rory Vaden

January 7, 2015
Thumbnail image for Should Wholesalers Procrastinate on Purpose? – Rory Vaden

What if all of the ‘time management’ tools that we use are simply the wrong approach? Would the notion of ‘prioritizing time’ prove to be nothing more than a shell game in the pursuit of creating more time? If you listen to our return guest, Rory Vaden, the answer to […]

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3 Ways to Make Your Advisors (and You) More Referable – Bill Cates

November 18, 2014
Thumbnail image for 3 Ways to Make Your Advisors (and You) More Referable – Bill Cates

Most advisors do a completely horrific job asking for referrals. And you, as their trusted wholesaler, are in a perfect position to help them.

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8 Ways Advisors Know They’ve Partnered With the Right Wholesaler

November 10, 2014
Thumbnail image for 8 Ways Advisors Know They’ve Partnered With the Right Wholesaler

From the Fall 2014 edition of The Wealth Channel Magazine, published by The American College. Feel free to print a copy and use as a talking points document with your advisors…assuming you embody the eight traits!

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A Wholesaler’s Sacred Selling Hours

November 8, 2014
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What’s your prime time? For most wholesalers the hours between 9 and 3 represent your best hours of the day (adjust accordingly for time zone and channel).

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