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 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
Thumbnail image for A Wholesaler’s Sacred Selling Hours

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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