i carry the bag

How To Become A Preferred Wholesaler – Matt Oechsli

January 16, 2012
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Wholesalers are a dime a dozen. Preferred wholesalers are damn hard to find.

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How Do Wholesalers Build Loyalty With Advisors? – Shep Hyken

January 6, 2012
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On a LinkedIn Group I saw the following comment and knew that, as a community of wholesalers, we have a long way to go to change the perceptions of most advisors:

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The 800 Pound Wholesaler – Bill Guertin

December 7, 2011
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Quick. Tell me where you rank, marketshare wise, at your Top 5 focus firms/accounts. Are you the dominant player? Do you instill fear in other wholesalers?

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What Can Wholesalers Do When There’s Too Much To Do? – Laura Stack

November 25, 2011
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Wholesaling and hamster wheels are too much alike. It seems that the finish line just keeps moving out in time.

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Trends That Will Affect Wholesalers and Their Leaders – Lee Kowarski

November 7, 2011
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What does the future hold for those of us that make our living in distribution? What are the trends that will effect wholesalers, divisional managers, national sales leaders and the clients that they serve?

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What Financial Advisors Want From Wholesalers – Ross Marino

October 29, 2011
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What exactly do financial advisors want from wholesalers? On a previous Wholesaler Masterminds Radio show we went Inside the Mind of the Financial Advisor with Bill Smith.

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