Select a Post From the Blog Archive
- Feb 2012
- Wholesaler Entertaining Dilemma: Wine And Food Pairing
Some things just obviously go together.
Cream and coffee.
Summer and the beach.
...
February 20, 2012
- One Completely Ridiculous Reason Advisors Tune Wholesalers O ...
NOTE: Wholesalers - when you are done reading this send it to your boss and your marketing ...
February 10, 2012
- 3 Ways Wholesalers Can Have More Productive Advisor Meetings
Come on admit it.
We've all done it.
You have every intention of staying on track du ...
February 8, 2012
- 23 Client Event Ideas For Wholesalers To Use With Advisors
Pulling off a successful client event is no easy task.
And we've been getting a lot of ...
February 2, 2012
- Jan 2012
- Wholesaler Talent Is Overrated - Geoff Colvin
How do great actors collect Academy Awards?
How do legendary comics fill 25,000 seat ar ...
January 30, 2012
- Wholesaler Dilemmas - Your Questions Answered
We've received some great questions via email, as well as in our live events lately, so we ...
January 24, 2012
- How To Become A Preferred Wholesaler - Matt Oechsli
Wholesalers are a dime a dozen.
Preferred wholesalers are damn hard to find.
Do ...
January 16, 2012
- 10 Reasons Why Wholesalers Love Their Internals...Or Not
The reality is I was both fortunate and lucky.
Fortunate because out of the 5 internal ...
January 12, 2012
- 10 Better Questions Hiring Managers Can Ask Of Wholesaling C ...
Many years ago when I started in management and needed to conduct my first wholesaler inte ...
January 10, 2012
- Wholesalers Are Feeling Optimistic As The New Year Unfolds
We ran a quick survey in two different wholesaler groups on LinkedIn to find out how whole ...
January 9, 2012
- Things That Wholesalers In Job Transition Should Know
If you are a wholesaler in transition then you might know that the road to working with an ...
January 6, 2012
- How Do Wholesalers Build Loyalty With Advisors? - Shep Hyken
On a LinkedIn Group I saw the following comment and knew that, as a community of wholesale ...
January 6, 2012
- The Dreaded Wholesaler
We are not sure where this video originated - but it contains many kernels of truth.
...
January 4, 2012
- Dec 2011
- 20 Questions Wholesalers Should Ask Themselves To Have A Car ...
As I write this on 12/31/11 I am thinking about you and your ability to have a Career Year ...
December 31, 2011
- There's Always A Crack In The Door For Wholesalers To Get Th ...
Back in October I spoke at the CFDD Conference in Chicago.
I was asked by Ross Marino a ...
December 15, 2011
- 11 Things Wholesalers Must Do To Ensure A Long And Successfu ...
At a recent conference I met a long tenured wholesaler who spoke about a list he created t ...
December 9, 2011
- The 800 Pound Wholesaler - Bill Guertin
Quick.
Tell me where you rank, marketshare wise, at your Top 5 focus firms/accounts.
...
December 7, 2011
- 5 Ways Wholesalers Develop More Openable And Readable Emails ...
How many emails do you get in a day?
A week?
How backlogged are you in reading them? ...
December 5, 2011
- Nov 2011
- What Can Wholesalers Do When There's Too Much To Do? - Laura ...
Wholesaling and hamster wheels are too much alike.
It seems that the finish line just k ...
November 25, 2011
- UPDATED: Now It's 76 Great Questions Wholesalers Should Ask ...
If I've said it once, I've said it 100 times: wholesalers who partner with advisors (AE's, ...
November 20, 2011
- Wholesaling At The Speed Of Light
Are you the wholesaling reincarnation of the fightless, now extinct, DoDo Bird?
Reminde ...
November 18, 2011
- 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 receive ...
November 14, 2011
- 5 Ways Financial Advisors Partner With Wholesalers
Recently the folks at Rekon Intelligence asked me to host, and be the master of ceremonies ...
November 9, 2011
- The Door Is Wide Open So Why Aren't Wholesalers Walking Thro ...
You know the game in sales.
You look for a crack in the door, wedge your foot in, and t ...
November 8, 2011
- Trends That Will Affect Wholesalers and Their Leaders - Lee ...
What does the future hold for those of us that make our living in distribution?
What ar ...
November 7, 2011
- 40 Adjectives That Describe Great Wholesalers
Today I was working with a coaching client as they prepared for a big interview.
It rem ...
November 5, 2011
- Oct 2011
- What Financial Advisors Want From Wholesalers - Ross Marino
What exactly do financial advisors want from wholesalers?
On a previous Wholesaler Mast ...
October 29, 2011
- Five Ways Advisors Can Use Wholesalers to Get to Their Own R ...
This article is from the Fall 2011 issue of The American College's Wealth Channel Magazine ...
October 25, 2011
- 3 Ways Wholesalers Can Influence Advisors - Steven Gaffney
Can open and honest communication increase your business?
Can you influence advisors wi ...
October 24, 2011
- Run Your Business Like A Business, Not A Clubhouse
Denver, lunch with Al.
Boise, cocktails with Lou.
Salt Lake City, dinner with Paul.
...
October 20, 2011
- How Wholesalers Build Confidence By Developing Their PVP - P ...
Maybe you are a seasoned veteran that has lost a bit of your moxie.
Maybe you are a you ...
October 13, 2011
- 2 Ways Wholesalers Can Earn More Corner Office Business - Ha ...
The coveted corner office advsior.
Whether the term is used metaphorically or literally ...
October 11, 2011
- Great Wholesalers Succeed In Any Market - Mark Sanborn
Many of you have been wholesaling for a long time.
And, if you are like me, you are exp ...
October 6, 2011
- The One About The Spineless Wholesaler
Too many wholesalers are spineless.
There, I said it.
How often has this happened to ...
October 6, 2011
- VIDEO: Why Wholesalers Need A Great PVP-Peerless Value Propo ...
What separates you from the sea of wholesaling sameness?
Product knowledge?
It is im ...
October 1, 2011
- Sep 2011
- 4 Things That Advisors Need From Wholesalers In Today's Mark ...
An old friend, former wholesaler and current senior leader at large mutual funds distribut ...
September 29, 2011
- 8 Ways Wholesalers Can Improve Their Presentation Skills
Recently I attended an event that afforded me an opportunity to hear seven 30 minute whole ...
September 22, 2011
- The Typical Wholesaler vs The Great Wholesaler - An Infograp ...
The simple fact is that I get to coach truly outstanding folks.
Today, in a discussion ...
September 21, 2011
- Dear Wholesalers, It's Not About You - Bob Burg
Years ago there was a running joke that I had with a friend in our business.
As we woul ...
September 19, 2011
- How Much Love Should Wholesalers Give To Top Producers?
I had a boss that always used to say, "Your best clients are your competitors best prospec ...
September 16, 2011
- Wholesalers: Put Down The Cheeseburger And Slowly Back Away ...
Ever heard of the freshman 15?
While you may be associating this weight gain phenomenon ...
September 12, 2011
- Wholesalers: What's Your Schmooze Quotient? - Susan RoAne
Wholesalers are paid to be great sales professionals and professional schmoozers.
Who b ...
September 1, 2011
- Aug 2011
- 4 Things Wholesalers Shouldn't Assume
There seems to be a recurring theme in my coaching practice.
Wholesalers that are assum ...
August 25, 2011
- How Can Wholesalers Avoid Feeling Like A Victim In A Turbule ...
How much do economic events effect your state of mind?
When your product isn't living u ...
August 18, 2011
- It's O.K. To Use Your Cell Phone In The Restroom - Jeff Have ...
After the week that was August 8-12, 2011 you're likely in need of some comic relief.
A ...
August 12, 2011
- 5 Ways Wholesalers Can Reduce Stress - Life Coach Mary Allen
Oh my what a week it has been!
If you have emotional (and financial) whiplash from the ...
August 11, 2011
- 8 Wholesaler Reads To Help You Craft Your S&P Downgrade and ...
Hopefully you have had a chance to read the post from last week entitled CNBC Says The Sky ...
August 8, 2011
- CNBC Says The Sky Is Falling, Again - What Are 7 Things A Wh ...
Guilty as charged.
Even though I am the first one to advise my clients and you to avoid ...
August 4, 2011
- Jul 2011
- 16 Essential Wholesaler Travel Website Resources
When I worked in corporate America, and since I had a big job, I had access to the "execut ...
July 31, 2011
- 37 iPhone and iPad Apps Wholesalers Can Use
There was a thread recently started at LinkedIn in the Wholesaler Masterminds Group about ...
July 24, 2011
- 3 Keys To Motivating Advisors To Buy - JB Bush
Wholesaler are always asking us how to shorten the sales cycle and get advisors to 'buy' t ...
July 21, 2011
- 7 Ways Wholesalers Can Survive A Manager Ride-Along Visit
You get the call that your manager is coming to town and expects to ride shotgun with you ...
July 17, 2011
- Conducting Wildly Successful Wholesaler Sponsored Wine Event ...
Perhaps you know that I Carry The Bag covers the art, science and lifestyle of wholesaling ...
July 7, 2011
- Traits That Successful People Have In Common
While researching rituals, specifically the importance of morning rituals, for an upcoming ...
July 6, 2011
- Jun 2011
- Schmeeks, Formally Known As Wholesalers
At the recent Morningstar Conference in Chicago I ran into a number of attendees that simp ...
June 24, 2011
- 3 Reasons Why Wholesalers Stray From The Basics - Don Connel ...
My friend Ron accuses me, rightly so, of having "shiny object syndrome" (listen to the int ...
June 22, 2011
- Nine Things Successful People Do Differently - Dr. Heidi Gra ...
If you have ever read the Harvard Business Review blog (and if you don't, you should) you ...
June 14, 2011
- Can I See Your ID?
After a delay and cancellation riddled, 20+ plus hour, journey to get from ORD to SNA afte ...
June 10, 2011
- 6 Checkpoint Topics For Wholesalers To Discuss With Advisors
We've long been advocates of having beginning of the year formal, sit down, business plann ...
June 2, 2011
- Bank Wholesalers Can Improve Their Branch Referral Training ...
Does this sound remotely familiar to you?
You know that you need to bring more value to ...
June 1, 2011
- May 2011
- 11 Reasons Great Wholesalers Leap Out Of Bed In The Morning
You and I both know that wholesaling is one of the best gigs ever created.
And I'll bet ...
May 22, 2011
- The Purpose of Repurposing - From The Department of Redundan ...
Wholesalers, repeat this mantra after me: I will repurpose content, I will repurpose conte ...
May 13, 2011
- Wholesalers Should Never Show Advisors Their 6th Toe
"Your best client is also your competitor's best prospect!"
That was the familiar refra ...
May 5, 2011
- 9 Most Popular Posts For April 2011
You may have missed a post or two so why not dig in?
Here are the most popular posts fr ...
May 2, 2011
- Apr 2011
- 17 Tools Wholesalers Can Use To Get Geeky With Advisors
I remember the first time we deployed laptops to our salesforce (yes, it's a while ago) an ...
April 23, 2011
- How Can Wholesalers Sell To Crazy Busy Advisors? - Jill Konr ...
You're busy.
I'm busy.
The advisors that we covet are busy.
How can wholesalers w ...
April 18, 2011
- Four Meetings, Save a Life, Dinner With Rep - Just Another D ...
Recently on LinkedIn and this website we put out the call for outrageous stories from whol ...
April 13, 2011
- 21 Ways Wholesalers Can Shorten The Sales Cycle With Advisor ...
We've all been there.
One visit leads to five and still not one ticket.
What's a wel ...
April 8, 2011
- 7 Most Popular Posts in March 2011
Here are the 7 most popular posts your peers were reading in the month of March:
Newsf ...
April 1, 2011
- Mar 2011
- 5 Ways Wholesalers Endear Themselves to Advisors For Life
Earlier this month I had the opportunity to present a wholesaler workshop along side Craig ...
March 30, 2011
- TMT - The Only Thing A Wholesaler Has To Offer
In a recent discussion with a Divisional Manager coaching client he was telling me about a ...
March 25, 2011
- The Results Part 2 - Wholesaler Survey 2011
In 2009 Wholesaler Masterminds began to survey the wholesaling community. Given the signif ...
March 18, 2011
- Wholesalers Shouldn’t Neglect The Movable Middle
Today I was in San Antonio speaking to a group of super talented wholesalers.
The speak ...
March 10, 2011
- 3 Tips For Wholesalers to Craft Compelling Stories
Sometimes wholesalers are not quite as good on the stage as they think they are.
And some ...
March 1, 2011
- 8 Most Popular Posts: February 2011
In case you missed it, here are the most popular posts that your peers were reading during ...
March 1, 2011
- Feb 2011
- Wholesaler Survey 2011 - The Results: Part One
Last year Wholesaler Masterminds began to survey the wholesaling community. Given the sign ...
February 16, 2011
- Part Two - Undeniable Attributes of the Greatest Wholesalers
In part one of the series we highlighted five of the attributes of the greatest wholesaler ...
February 9, 2011
- 7 Undeniable Traits of Extraordinarily Successful Wholesaler ...
NEW for your next sales meeting!
If you are a sales manager planning a Divisional or Nati ...
February 3, 2011
- The 3 Dumbest Telephone Mistakes Wholesalers Make - Art Sobc ...
In the Spring 2011 issue of I Carry The Bag...the official magazine of wholesaling Art Sob ...
February 2, 2011
- Jan 2011
- How To Hire A Wholesaler Coach
There are tens of thousand of coaches practicing today.
Each comes with a unique set of q ...
January 31, 2011
- Three Impactful Sales Strategies For Wholesalers - Anthony I ...
Our goal at Wholesaler Masterminds Radio is to bring you short, insightful, actionable int ...
January 26, 2011
- Inside the Mind of the Financial Advisor with Bill Smith
Wholesalers, what if you had a window into the minds of your financial advisors and better ...
January 19, 2011
- Wholesaler Lessons From A Meltdown
When I speak to live audiences I ask them, as a part of discussing The Five New Realities, ...
January 18, 2011
- 2011 Wholesaler Satisfaction Survey
It's time for the second annual Wholesaler Satisfaction Survey. For the 2011 edition we ha ...
January 9, 2011
- Wholesaler Time Management - Interview with Laura Stack
The number one issue I hear in Wholesaler Masterminds coaching is the challenge wholesaler ...
January 7, 2011
- Dec 2010
- Top 10 Posts of 2010
Oh my, what a year it's been.
Thanks to you we are the most trafficked site on the inte ...
December 30, 2010
- 8 Ways Wholesalers Can Best Use Voicemail As A Sales Tool
Every day I call wholesalers at a host of firms, in virtually all channels, and I continue ...
December 30, 2010
- Is 2011 Going To Be Your Career Year?
Do you know the definition of insanity?
It's doing the same things over and over - and ...
December 26, 2010
- Financial Advisors to Wholesalers: Stop Pushing Product! - I ...
In this episode of Wholesaler Masterminds Radio Kip Gregory talks about the importance of ...
December 15, 2010
- Wholesalers Need To Find More Time To Appreciate The Good St ...
Most wholesalers are so busy crushing it every day that they don't even take time to appre ...
December 9, 2010
- Undeniable Attributes of the Greatest Wholesalers – Part One
You may have seen the post that WholesalerBriefcase.com wrote about the Wholesaler Lifetim ...
December 3, 2010
- Nov 2010
- Are You Willing To Go Over The Top? – Wholesaler Masterminds ...
I Carry The Bag was at the 2010 Schwab IMPACT conference, along with 3000 attendees and ve ...
November 29, 2010
- 25 Entertaining Ideas Wholesalers Use With Advisors
Recent Wholesaler Masterminds calls have focused on entertaining. In the process we assemb ...
November 21, 2010
- 7 Ways To Get A New Internal Wholesaler Off To A Fast Start
Perhaps you have heard the saying:
"Behind every successful man is a woman."
Or, as Grou ...
November 14, 2010
- 5 Things To Not Do At Your Next Conference
Last week at Schwab IMPACT I met a cadre of unbelievable wholesaling professionals. Yet th ...
November 3, 2010
- Oct 2010
- Two Great Conference Display Booth Ideas
Man it's hard to stand out at a conference.
How do you attempt to separate yourself and ...
October 28, 2010
- Wholesaler Masterminds Radio: Deeper COI Relationships
Playing off of the wildly popular post 5 Things to Do to Make COIs Love You, in the Winter ...
October 28, 2010
- Wholesaler Masterminds Radio: Interview with Peter Arethas a ...
Pete founded the first website, Wholesaler Briefcase, to deliver aggregated content to the ...
October 21, 2010
- Introducing Wholesaler Masterminds Radio
Most of you likely aren't aware that circa 1979 I attended the Columbia School of Broadcas ...
October 16, 2010
- 6 Ways Wholesalers Become Franchise Players
The days of the lone wolf wholesaler are dead.
That's right, the wholesalers that profe ...
October 5, 2010
- Sep 2010
- A Wholesaler's Second Chance
At the beginning of every quarter I ask my coaching clients what successes they were most ...
September 24, 2010
- Great Wholesalers Don't Disrespect Others
CAUTION: RANT AHEAD
Last week I was at the Birmingham Marriott for a speaking engagem ...
September 19, 2010
- 5 Things to Do to Make COIs Love You
Centers of Influence come in all shapes and sizes.
Regardless of your channel or your p ...
September 10, 2010
- 10 Ways to Ignite the Fuse With a Producer
Every wholesaler that I have ever known has had this dilemma:
“Rick” is a great prospec ...
September 2, 2010
- Aug 2010
- Bud Fox Style Elephant Hunting
Yeah! Woooo! I just bagged the elephant! - Bud Fox, Wallstreet (1987)
Admit it. You ha ...
August 12, 2010
- Take The Less Traveled Wholesaling Road
Do you find yourself following in the footsteps of every other wholesaler in your region?
...
August 5, 2010
- Jul 2010
- How Valuable Is Candid Feedback?
All faults may be forgiven of him who has perfect candor.
Walt Whitman
Have you ever b ...
July 29, 2010
- FundFire Survey Uncovers Wholesaler Weaknesses and Opportuni ...
In mid July FundFire ran the results of a survey aimed at understanding "ways managers can ...
July 22, 2010
- Welcome to the Wholesaler Beauty Pageant
You've been invited to speak at a sales meeting.
According to the sales manager there s ...
July 15, 2010
- Confessions of a Wholesaling Workaholic
Guilty as charged – and that's all I have to say.
Work consumes who I am.
It defines ...
July 6, 2010
- Jun 2010
- Teleconference: Five Secrets To Attaining Wholesaling Succes ...
Why Should You Listen to the Recording?
• Discover the secrets of life balance as kno ...
June 29, 2010
- Get More Cheeks In Rep Meeting Seats
Investment News holds a teleconference about a topic and offers CE credit for those in att ...
June 22, 2010
- Any Wholesaler, Any Channel, Any Firm, Anywhere
A video message from Rob Shore, Editor-in-Chief and Publisher of I Carry The Bag...the off ...
June 17, 2010
- What Are The Five Drivers of Wholesaler Dissatisfaction?
Unique to the profession, wholesalers frequently spend hours upon hours alone. They are dr ...
June 12, 2010
- 2011 Update: 24 Great Ideas Wholesalers Use to be More Produ ...
Updated July 2011: This year's updates are presented in blue.
Update June 2010: It's be ...
June 2, 2010
- May 2010
- Great Wholesalers: 8 Ways to Always Be Closing
"We're adding a little something to this month's sales contest. As you all know, first pri ...
May 14, 2010
- Apr 2010
- Do You Get Dirty In Your Territory's Data?
When you look at your territory, do you get dirty in the data?
What I mean by that is, do ...
April 27, 2010
- Do You Drop-in?
Much has been written regarding the art of the drop-in appointment.
Please add your opi ...
April 22, 2010
- Do You Give Good Phone?
How well do you use voicemail?
A lot of clients that I've been talking to recently find ...
April 13, 2010
- Win One of Ten Free Subscriptions to I Carry The Bag...the o ...
The deadline for entry is now past. Thanks to all of you who entered.
Judging by the re ...
April 11, 2010
- Mar 2010
- Why Not Just Pay Wholesalers a Salary?
Over the past three days Ignites has been running the results of a wholesaler survey t ...
March 25, 2010
- VIDEO: What Do You Want On Your Wholesaling Headstone?
Maybe it's in anticipation of a very significant birthday that I turn to a thought tie ...
March 20, 2010
- Wholesaler Satisfaction Survey Results
During the month of February we ran a brief three question survey to take the pulse of who ...
March 14, 2010
- A Magazine Just For Wholesaling is Coming
Subscribe NOW at:
...
March 10, 2010
- Are You a 360° Communicator?
It might sound basic to some but knowing the secret of 360° communication can streamline y ...
March 9, 2010
- 14 Guaranteed Ways to Achieve Success With Your Internal Who ...
Most wholesalers have an Internal Wholesaler (IW) that has become a vital piece of the b ...
March 5, 2010
- Feb 2010
- The Other 8 Wholesaling Skills Your Manager Wants You to Hav ...
Here's the follow up to the 7 Essential Wholesaling Skills Your Manager Wants You to Have ...
February 25, 2010
- Wholesalers: What Style of Communicator is Your Sales Manage ...
On a Wholesaler Masterminds call today the group and I were discussing the best ways to bu ...
February 22, 2010
- 7 Essential Wholesaling Skills Your Manager Wants You to Hav ...
Ten years ago I asked an outside vendor to help me and my team put together an assessment ...
February 15, 2010
- Contribute to I Carry The Bag
Loading... ...
February 8, 2010
- Jan 2010
- Advanced Wholesaler Technique: The Benefits of Forward Sched ...
Some skills that wholesalers employ really separate the men from the boys, the posers from ...
January 23, 2010
- How to Craft a Story and Spin It
Some wholesalers can pick up the morning paper, read a headline or two, and run the entire ...
January 10, 2010
- Good News! I Got Fired and I’m Leaving Wholesaling
So the Monday after Christmas I had a private coaching call scheduled with one of my Whole ...
January 2, 2010
- Dec 2009
- 10 Gifts You Should Buy Yourself This Season
Great wholesalers have the right tools of the trade.
With a limited number of shopping ...
December 15, 2009
- Nov 2009
- Thanksgiving Free Call
Sorry you missed the call:
10 Great Ideas in 20 Short Minutes
GOOD NEWS!
The call ...
November 11, 2009
- Oct 2009
- 24 Great Ideas Wholesalers Use to be More Productive…and Mem ...
Update June 1st 2010: It's been 90 days almost a full year since the first Wholesaler Mast ...
October 27, 2009
- Sep 2009
- Tell Me Where It Hurts: 10 Questions For Business Planning W ...
Business planning for the year ahead is in full swing for most wholesalers.
Are you hol ...
September 14, 2009
- Aug 2009
- Are You a Wholesaling Pretender?
Most of us fly a lot. If you’re like me you usually read, listen to music, listen to air t ...
August 24, 2009
- Jul 2009
- 10 Great Wholesaling Ideas in 20 Short Minutes - Call Replay
This call was originally recorded in July of 2009.
It was designed as a complimentary int ...
July 31, 2009
- Feb 2012
- Wholesaler Entertaining Dilemma: Wine And Food Pairing
Some things just obviously go together. Cream and coffee. Summer and the beach. ...
February 20, 2012
- One Completely Ridiculous Reason Advisors Tune Wholesalers O ...
NOTE: Wholesalers - when you are done reading this send it to your boss and your marketing ...
February 10, 2012
- 3 Ways Wholesalers Can Have More Productive Advisor Meetings
Come on admit it. We've all done it. You have every intention of staying on track du ...
February 8, 2012
- 23 Client Event Ideas For Wholesalers To Use With Advisors
Pulling off a successful client event is no easy task. And we've been getting a lot of ...
February 2, 2012
- Jan 2012
- Wholesaler Talent Is Overrated - Geoff Colvin
How do great actors collect Academy Awards? How do legendary comics fill 25,000 seat ar ...
January 30, 2012
- Wholesaler Dilemmas - Your Questions Answered
We've received some great questions via email, as well as in our live events lately, so we ...
January 24, 2012
- How To Become A Preferred Wholesaler - Matt Oechsli
Wholesalers are a dime a dozen. Preferred wholesalers are damn hard to find. Do ...
January 16, 2012
- 10 Reasons Why Wholesalers Love Their Internals...Or Not
The reality is I was both fortunate and lucky. Fortunate because out of the 5 internal ...
January 12, 2012
- 10 Better Questions Hiring Managers Can Ask Of Wholesaling C ...
Many years ago when I started in management and needed to conduct my first wholesaler inte ...
January 10, 2012
- Wholesalers Are Feeling Optimistic As The New Year Unfolds
We ran a quick survey in two different wholesaler groups on LinkedIn to find out how whole ...
January 9, 2012
- Things That Wholesalers In Job Transition Should Know
If you are a wholesaler in transition then you might know that the road to working with an ...
January 6, 2012
- How Do Wholesalers Build Loyalty With Advisors? - Shep Hyken
On a LinkedIn Group I saw the following comment and knew that, as a community of wholesale ...
January 6, 2012
- The Dreaded Wholesaler
We are not sure where this video originated - but it contains many kernels of truth. ...
January 4, 2012
- Dec 2011
- 20 Questions Wholesalers Should Ask Themselves To Have A Car ...
As I write this on 12/31/11 I am thinking about you and your ability to have a Career Year ...
December 31, 2011
- There's Always A Crack In The Door For Wholesalers To Get Th ...
Back in October I spoke at the CFDD Conference in Chicago. I was asked by Ross Marino a ...
December 15, 2011
- 11 Things Wholesalers Must Do To Ensure A Long And Successfu ...
At a recent conference I met a long tenured wholesaler who spoke about a list he created t ...
December 9, 2011
- The 800 Pound Wholesaler - Bill Guertin
Quick. Tell me where you rank, marketshare wise, at your Top 5 focus firms/accounts. ...
December 7, 2011
- 5 Ways Wholesalers Develop More Openable And Readable Emails ...
How many emails do you get in a day? A week? How backlogged are you in reading them? ...
December 5, 2011
- Nov 2011
- What Can Wholesalers Do When There's Too Much To Do? - Laura ...
Wholesaling and hamster wheels are too much alike. It seems that the finish line just k ...
November 25, 2011
- UPDATED: Now It's 76 Great Questions Wholesalers Should Ask ...
If I've said it once, I've said it 100 times: wholesalers who partner with advisors (AE's, ...
November 20, 2011
- Wholesaling At The Speed Of Light
Are you the wholesaling reincarnation of the fightless, now extinct, DoDo Bird? Reminde ...
November 18, 2011
- 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 receive ...
November 14, 2011
- 5 Ways Financial Advisors Partner With Wholesalers
Recently the folks at Rekon Intelligence asked me to host, and be the master of ceremonies ...
November 9, 2011
- The Door Is Wide Open So Why Aren't Wholesalers Walking Thro ...
You know the game in sales. You look for a crack in the door, wedge your foot in, and t ...
November 8, 2011
- Trends That Will Affect Wholesalers and Their Leaders - Lee ...
What does the future hold for those of us that make our living in distribution? What ar ...
November 7, 2011
- 40 Adjectives That Describe Great Wholesalers
Today I was working with a coaching client as they prepared for a big interview. It rem ...
November 5, 2011
- Oct 2011
- What Financial Advisors Want From Wholesalers - Ross Marino
What exactly do financial advisors want from wholesalers? On a previous Wholesaler Mast ...
October 29, 2011
- Five Ways Advisors Can Use Wholesalers to Get to Their Own R ...
This article is from the Fall 2011 issue of The American College's Wealth Channel Magazine ...
October 25, 2011
- 3 Ways Wholesalers Can Influence Advisors - Steven Gaffney
Can open and honest communication increase your business? Can you influence advisors wi ...
October 24, 2011
- Run Your Business Like A Business, Not A Clubhouse
Denver, lunch with Al. Boise, cocktails with Lou. Salt Lake City, dinner with Paul. ...
October 20, 2011
- How Wholesalers Build Confidence By Developing Their PVP - P ...
Maybe you are a seasoned veteran that has lost a bit of your moxie. Maybe you are a you ...
October 13, 2011
- 2 Ways Wholesalers Can Earn More Corner Office Business - Ha ...
The coveted corner office advsior. Whether the term is used metaphorically or literally ...
October 11, 2011
- Great Wholesalers Succeed In Any Market - Mark Sanborn
Many of you have been wholesaling for a long time. And, if you are like me, you are exp ...
October 6, 2011
- The One About The Spineless Wholesaler
Too many wholesalers are spineless. There, I said it. How often has this happened to ...
October 6, 2011
- VIDEO: Why Wholesalers Need A Great PVP-Peerless Value Propo ...
What separates you from the sea of wholesaling sameness? Product knowledge? It is im ...
October 1, 2011
- Sep 2011
- 4 Things That Advisors Need From Wholesalers In Today's Mark ...
An old friend, former wholesaler and current senior leader at large mutual funds distribut ...
September 29, 2011
- 8 Ways Wholesalers Can Improve Their Presentation Skills
Recently I attended an event that afforded me an opportunity to hear seven 30 minute whole ...
September 22, 2011
- The Typical Wholesaler vs The Great Wholesaler - An Infograp ...
The simple fact is that I get to coach truly outstanding folks. Today, in a discussion ...
September 21, 2011
- Dear Wholesalers, It's Not About You - Bob Burg
Years ago there was a running joke that I had with a friend in our business. As we woul ...
September 19, 2011
- How Much Love Should Wholesalers Give To Top Producers?
I had a boss that always used to say, "Your best clients are your competitors best prospec ...
September 16, 2011
- Wholesalers: Put Down The Cheeseburger And Slowly Back Away ...
Ever heard of the freshman 15? While you may be associating this weight gain phenomenon ...
September 12, 2011
- Wholesalers: What's Your Schmooze Quotient? - Susan RoAne
Wholesalers are paid to be great sales professionals and professional schmoozers. Who b ...
September 1, 2011
- Aug 2011
- 4 Things Wholesalers Shouldn't Assume
There seems to be a recurring theme in my coaching practice. Wholesalers that are assum ...
August 25, 2011
- How Can Wholesalers Avoid Feeling Like A Victim In A Turbule ...
How much do economic events effect your state of mind? When your product isn't living u ...
August 18, 2011
- It's O.K. To Use Your Cell Phone In The Restroom - Jeff Have ...
After the week that was August 8-12, 2011 you're likely in need of some comic relief. A ...
August 12, 2011
- 5 Ways Wholesalers Can Reduce Stress - Life Coach Mary Allen
Oh my what a week it has been! If you have emotional (and financial) whiplash from the ...
August 11, 2011
- 8 Wholesaler Reads To Help You Craft Your S&P Downgrade and ...
Hopefully you have had a chance to read the post from last week entitled CNBC Says The Sky ...
August 8, 2011
- CNBC Says The Sky Is Falling, Again - What Are 7 Things A Wh ...
Guilty as charged. Even though I am the first one to advise my clients and you to avoid ...
August 4, 2011
- Jul 2011
- 16 Essential Wholesaler Travel Website Resources
When I worked in corporate America, and since I had a big job, I had access to the "execut ...
July 31, 2011
- 37 iPhone and iPad Apps Wholesalers Can Use
There was a thread recently started at LinkedIn in the Wholesaler Masterminds Group about ...
July 24, 2011
- 3 Keys To Motivating Advisors To Buy - JB Bush
Wholesaler are always asking us how to shorten the sales cycle and get advisors to 'buy' t ...
July 21, 2011
- 7 Ways Wholesalers Can Survive A Manager Ride-Along Visit
You get the call that your manager is coming to town and expects to ride shotgun with you ...
July 17, 2011
- Conducting Wildly Successful Wholesaler Sponsored Wine Event ...
Perhaps you know that I Carry The Bag covers the art, science and lifestyle of wholesaling ...
July 7, 2011
- Traits That Successful People Have In Common
While researching rituals, specifically the importance of morning rituals, for an upcoming ...
July 6, 2011
- Jun 2011
- Schmeeks, Formally Known As Wholesalers
At the recent Morningstar Conference in Chicago I ran into a number of attendees that simp ...
June 24, 2011
- 3 Reasons Why Wholesalers Stray From The Basics - Don Connel ...
My friend Ron accuses me, rightly so, of having "shiny object syndrome" (listen to the int ...
June 22, 2011
- Nine Things Successful People Do Differently - Dr. Heidi Gra ...
If you have ever read the Harvard Business Review blog (and if you don't, you should) you ...
June 14, 2011
- Can I See Your ID?
After a delay and cancellation riddled, 20+ plus hour, journey to get from ORD to SNA afte ...
June 10, 2011
- 6 Checkpoint Topics For Wholesalers To Discuss With Advisors
We've long been advocates of having beginning of the year formal, sit down, business plann ...
June 2, 2011
- Bank Wholesalers Can Improve Their Branch Referral Training ...
Does this sound remotely familiar to you? You know that you need to bring more value to ...
June 1, 2011
- May 2011
- 11 Reasons Great Wholesalers Leap Out Of Bed In The Morning
You and I both know that wholesaling is one of the best gigs ever created. And I'll bet ...
May 22, 2011
- The Purpose of Repurposing - From The Department of Redundan ...
Wholesalers, repeat this mantra after me: I will repurpose content, I will repurpose conte ...
May 13, 2011
- Wholesalers Should Never Show Advisors Their 6th Toe
"Your best client is also your competitor's best prospect!" That was the familiar refra ...
May 5, 2011
- 9 Most Popular Posts For April 2011
You may have missed a post or two so why not dig in? Here are the most popular posts fr ...
May 2, 2011
- Apr 2011
- 17 Tools Wholesalers Can Use To Get Geeky With Advisors
I remember the first time we deployed laptops to our salesforce (yes, it's a while ago) an ...
April 23, 2011
- How Can Wholesalers Sell To Crazy Busy Advisors? - Jill Konr ...
You're busy. I'm busy. The advisors that we covet are busy. How can wholesalers w ...
April 18, 2011
- Four Meetings, Save a Life, Dinner With Rep - Just Another D ...
Recently on LinkedIn and this website we put out the call for outrageous stories from whol ...
April 13, 2011
- 21 Ways Wholesalers Can Shorten The Sales Cycle With Advisor ...
We've all been there. One visit leads to five and still not one ticket. What's a wel ...
April 8, 2011
- 7 Most Popular Posts in March 2011
Here are the 7 most popular posts your peers were reading in the month of March: Newsf ...
April 1, 2011
- Mar 2011
- 5 Ways Wholesalers Endear Themselves to Advisors For Life
Earlier this month I had the opportunity to present a wholesaler workshop along side Craig ...
March 30, 2011
- TMT - The Only Thing A Wholesaler Has To Offer
In a recent discussion with a Divisional Manager coaching client he was telling me about a ...
March 25, 2011
- The Results Part 2 - Wholesaler Survey 2011
In 2009 Wholesaler Masterminds began to survey the wholesaling community. Given the signif ...
March 18, 2011
- Wholesalers Shouldn’t Neglect The Movable Middle
Today I was in San Antonio speaking to a group of super talented wholesalers. The speak ...
March 10, 2011
- 3 Tips For Wholesalers to Craft Compelling Stories
Sometimes wholesalers are not quite as good on the stage as they think they are. And some ...
March 1, 2011
- 8 Most Popular Posts: February 2011
In case you missed it, here are the most popular posts that your peers were reading during ...
March 1, 2011
- Feb 2011
- Wholesaler Survey 2011 - The Results: Part One
Last year Wholesaler Masterminds began to survey the wholesaling community. Given the sign ...
February 16, 2011
- Part Two - Undeniable Attributes of the Greatest Wholesalers
In part one of the series we highlighted five of the attributes of the greatest wholesaler ...
February 9, 2011
- 7 Undeniable Traits of Extraordinarily Successful Wholesaler ...
NEW for your next sales meeting! If you are a sales manager planning a Divisional or Nati ...
February 3, 2011
- The 3 Dumbest Telephone Mistakes Wholesalers Make - Art Sobc ...
In the Spring 2011 issue of I Carry The Bag...the official magazine of wholesaling Art Sob ...
February 2, 2011
- Jan 2011
- How To Hire A Wholesaler Coach
There are tens of thousand of coaches practicing today. Each comes with a unique set of q ...
January 31, 2011
- Three Impactful Sales Strategies For Wholesalers - Anthony I ...
Our goal at Wholesaler Masterminds Radio is to bring you short, insightful, actionable int ...
January 26, 2011
- Inside the Mind of the Financial Advisor with Bill Smith
Wholesalers, what if you had a window into the minds of your financial advisors and better ...
January 19, 2011
- Wholesaler Lessons From A Meltdown
When I speak to live audiences I ask them, as a part of discussing The Five New Realities, ...
January 18, 2011
- 2011 Wholesaler Satisfaction Survey
It's time for the second annual Wholesaler Satisfaction Survey. For the 2011 edition we ha ...
January 9, 2011
- Wholesaler Time Management - Interview with Laura Stack
The number one issue I hear in Wholesaler Masterminds coaching is the challenge wholesaler ...
January 7, 2011
- Dec 2010
- Top 10 Posts of 2010
Oh my, what a year it's been. Thanks to you we are the most trafficked site on the inte ...
December 30, 2010
- 8 Ways Wholesalers Can Best Use Voicemail As A Sales Tool
Every day I call wholesalers at a host of firms, in virtually all channels, and I continue ...
December 30, 2010
- Is 2011 Going To Be Your Career Year?
Do you know the definition of insanity? It's doing the same things over and over - and ...
December 26, 2010
- Financial Advisors to Wholesalers: Stop Pushing Product! - I ...
In this episode of Wholesaler Masterminds Radio Kip Gregory talks about the importance of ...
December 15, 2010
- Wholesalers Need To Find More Time To Appreciate The Good St ...
Most wholesalers are so busy crushing it every day that they don't even take time to appre ...
December 9, 2010
- Undeniable Attributes of the Greatest Wholesalers – Part One
You may have seen the post that WholesalerBriefcase.com wrote about the Wholesaler Lifetim ...
December 3, 2010
- Nov 2010
- Are You Willing To Go Over The Top? – Wholesaler Masterminds ...
I Carry The Bag was at the 2010 Schwab IMPACT conference, along with 3000 attendees and ve ...
November 29, 2010
- 25 Entertaining Ideas Wholesalers Use With Advisors
Recent Wholesaler Masterminds calls have focused on entertaining. In the process we assemb ...
November 21, 2010
- 7 Ways To Get A New Internal Wholesaler Off To A Fast Start
Perhaps you have heard the saying: "Behind every successful man is a woman." Or, as Grou ...
November 14, 2010
- 5 Things To Not Do At Your Next Conference
Last week at Schwab IMPACT I met a cadre of unbelievable wholesaling professionals. Yet th ...
November 3, 2010
- Oct 2010
- Two Great Conference Display Booth Ideas
Man it's hard to stand out at a conference. How do you attempt to separate yourself and ...
October 28, 2010
- Wholesaler Masterminds Radio: Deeper COI Relationships
Playing off of the wildly popular post 5 Things to Do to Make COIs Love You, in the Winter ...
October 28, 2010
- Wholesaler Masterminds Radio: Interview with Peter Arethas a ...
Pete founded the first website, Wholesaler Briefcase, to deliver aggregated content to the ...
October 21, 2010
- Introducing Wholesaler Masterminds Radio
Most of you likely aren't aware that circa 1979 I attended the Columbia School of Broadcas ...
October 16, 2010
- 6 Ways Wholesalers Become Franchise Players
The days of the lone wolf wholesaler are dead. That's right, the wholesalers that profe ...
October 5, 2010
- Sep 2010
- A Wholesaler's Second Chance
At the beginning of every quarter I ask my coaching clients what successes they were most ...
September 24, 2010
- Great Wholesalers Don't Disrespect Others
CAUTION: RANT AHEAD Last week I was at the Birmingham Marriott for a speaking engagem ...
September 19, 2010
- 5 Things to Do to Make COIs Love You
Centers of Influence come in all shapes and sizes. Regardless of your channel or your p ...
September 10, 2010
- 10 Ways to Ignite the Fuse With a Producer
Every wholesaler that I have ever known has had this dilemma: “Rick” is a great prospec ...
September 2, 2010
- Aug 2010
- Bud Fox Style Elephant Hunting
Yeah! Woooo! I just bagged the elephant! - Bud Fox, Wallstreet (1987) Admit it. You ha ...
August 12, 2010
- Take The Less Traveled Wholesaling Road
Do you find yourself following in the footsteps of every other wholesaler in your region? ...
August 5, 2010
- Jul 2010
- How Valuable Is Candid Feedback?
All faults may be forgiven of him who has perfect candor. Walt Whitman Have you ever b ...
July 29, 2010
- FundFire Survey Uncovers Wholesaler Weaknesses and Opportuni ...
In mid July FundFire ran the results of a survey aimed at understanding "ways managers can ...
July 22, 2010
- Welcome to the Wholesaler Beauty Pageant
You've been invited to speak at a sales meeting. According to the sales manager there s ...
July 15, 2010
- Confessions of a Wholesaling Workaholic
Guilty as charged – and that's all I have to say. Work consumes who I am. It defines ...
July 6, 2010
- Jun 2010
- Teleconference: Five Secrets To Attaining Wholesaling Succes ...
Why Should You Listen to the Recording? • Discover the secrets of life balance as kno ...
June 29, 2010
- Get More Cheeks In Rep Meeting Seats
Investment News holds a teleconference about a topic and offers CE credit for those in att ...
June 22, 2010
- Any Wholesaler, Any Channel, Any Firm, Anywhere
A video message from Rob Shore, Editor-in-Chief and Publisher of I Carry The Bag...the off ...
June 17, 2010
- What Are The Five Drivers of Wholesaler Dissatisfaction?
Unique to the profession, wholesalers frequently spend hours upon hours alone. They are dr ...
June 12, 2010
- 2011 Update: 24 Great Ideas Wholesalers Use to be More Produ ...
Updated July 2011: This year's updates are presented in blue. Update June 2010: It's be ...
June 2, 2010
- May 2010
- Great Wholesalers: 8 Ways to Always Be Closing
"We're adding a little something to this month's sales contest. As you all know, first pri ...
May 14, 2010
- Apr 2010
- Do You Get Dirty In Your Territory's Data?
When you look at your territory, do you get dirty in the data? What I mean by that is, do ...
April 27, 2010
- Do You Drop-in?
Much has been written regarding the art of the drop-in appointment. Please add your opi ...
April 22, 2010
- Do You Give Good Phone?
How well do you use voicemail? A lot of clients that I've been talking to recently find ...
April 13, 2010
- Win One of Ten Free Subscriptions to I Carry The Bag...the o ...
The deadline for entry is now past. Thanks to all of you who entered. Judging by the re ...
April 11, 2010
- Mar 2010
- Why Not Just Pay Wholesalers a Salary?
Over the past three days Ignites has been running the results of a wholesaler survey t ...
March 25, 2010
- VIDEO: What Do You Want On Your Wholesaling Headstone?
Maybe it's in anticipation of a very significant birthday that I turn to a thought tie ...
March 20, 2010
- Wholesaler Satisfaction Survey Results
During the month of February we ran a brief three question survey to take the pulse of who ...
March 14, 2010
- A Magazine Just For Wholesaling is Coming
Subscribe NOW at: ...
March 10, 2010
- Are You a 360° Communicator?
It might sound basic to some but knowing the secret of 360° communication can streamline y ...
March 9, 2010
- 14 Guaranteed Ways to Achieve Success With Your Internal Who ...
Most wholesalers have an Internal Wholesaler (IW) that has become a vital piece of the b ...
March 5, 2010
- Feb 2010
- The Other 8 Wholesaling Skills Your Manager Wants You to Hav ...
Here's the follow up to the 7 Essential Wholesaling Skills Your Manager Wants You to Have ...
February 25, 2010
- Wholesalers: What Style of Communicator is Your Sales Manage ...
On a Wholesaler Masterminds call today the group and I were discussing the best ways to bu ...
February 22, 2010
- 7 Essential Wholesaling Skills Your Manager Wants You to Hav ...
Ten years ago I asked an outside vendor to help me and my team put together an assessment ...
February 15, 2010
- Contribute to I Carry The Bag
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February 8, 2010
- Jan 2010
- Advanced Wholesaler Technique: The Benefits of Forward Sched ...
Some skills that wholesalers employ really separate the men from the boys, the posers from ...
January 23, 2010
- How to Craft a Story and Spin It
Some wholesalers can pick up the morning paper, read a headline or two, and run the entire ...
January 10, 2010
- Good News! I Got Fired and I’m Leaving Wholesaling
So the Monday after Christmas I had a private coaching call scheduled with one of my Whole ...
January 2, 2010
- Dec 2009
- 10 Gifts You Should Buy Yourself This Season
Great wholesalers have the right tools of the trade. With a limited number of shopping ...
December 15, 2009
- Nov 2009
- Thanksgiving Free Call
Sorry you missed the call: 10 Great Ideas in 20 Short Minutes GOOD NEWS! The call ...
November 11, 2009
- Oct 2009
- 24 Great Ideas Wholesalers Use to be More Productive…and Mem ...
Update June 1st 2010: It's been 90 days almost a full year since the first Wholesaler Mast ...
October 27, 2009
- Sep 2009
- Tell Me Where It Hurts: 10 Questions For Business Planning W ...
Business planning for the year ahead is in full swing for most wholesalers. Are you hol ...
September 14, 2009
- Aug 2009
- Are You a Wholesaling Pretender?
Most of us fly a lot. If you’re like me you usually read, listen to music, listen to air t ...
August 24, 2009
- Jul 2009
- 10 Great Wholesaling Ideas in 20 Short Minutes - Call Replay
This call was originally recorded in July of 2009. It was designed as a complimentary int ...
July 31, 2009
