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Post image for Outsmart, Outlast and Outperform Your Competition – Mark Eaton

Playing 12 years in the National Basketball Association is no small feat.

Being recognized as one of the greatest defensive centers to ever play the game is playing in the league at a whole other level.

And that’s exactly the level at which our guest, Mark Eaton, played.

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Post image for Are Your Advisor Appointments Diagnostic or Prescriptive?

Show up and throw up.

The product puke.

Call it what you will, it is one of the worst behaviors a wholesaler can exhibit – just ask an advisor.

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Become Better at Drafting on Influentials

August 13, 2014
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Wholesalers are thought of (and often think of themselves) as lone wolves. They have a reputation for “leave me alone and just let me produce” types of attitudes. And most wholesalers are just that way – except for the great ones.

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10 Ways to Ignite the Fuse With a Top Prospect

August 7, 2014
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Every wholesaler has had this dilemma: “Rick” is a great prospect. He writes a terrific amount of overall business, writes business in your product type/asset class, was open and engaging during the first meeting, works at a focus firm, placed a lit. order with you and promised to get on […]

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A Wholesaler’s Shift From Bland To Brilliant – Simon T. Bailey

August 6, 2014
Thumbnail image for A Wholesaler’s Shift From Bland To Brilliant – Simon T. Bailey

Who has the steering wheel in your practice? Does the region run you? What about the other dimensions of your life, who is in control?

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Create Bigger Producers Through Bigger Relationships – Jim Cathcart

July 21, 2014
Thumbnail image for Create Bigger Producers Through Bigger Relationships – Jim Cathcart

What if your T&E was not the path to building better relationships with the advisors that you serve? How can you better decide when to cut bait, or keep fishing? Are you simply trying to up-sell or can you have more impact being able to up-serve?

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