Wholesaler Masterminds Black Friday Deals
Post 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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Post image for Eight 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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Gaining Commitments and Closing – Anthony Iannarino

November 4, 2014
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You develop rapport with your advisor prospect. You ask insightful questions. You tell a fine product story. And then?

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A Night At The No-Name Motel

October 31, 2014

motel

It was the early 1980’s at a No-Name Motel somewhere between Modesto and Fresno in the days before roll-on bags.

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A Better Way To Stay Organized After The Advisor Appointment

October 27, 2014
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Sometimes old ideas become new again. Like this one for using Advisor Data Sheets. Too frequently wholesalers:

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