Testimonials

“Transformational to my process, approach, and sales results; this is what being a private coaching client with Rob has done for my business.

The past six months working with Rob has pushed me to reexamine long held beliefs in how to effectively manage and build my business. Rob’s depth of knowledge on connecting with advisors, and his passion for pushing me to consistently get better each day, provided me with several break through moments that have put me on track to take my business and advisor relationships to extraordinary heights.

Regardless of your experience, if you want to become a truly memorable partner with your advisors, take the first step by talking with Rob Shore about how personal private coaching can benefit you”.

—Bryan Harasty, IN


An audience member at a recent National Sales Conference event wrote to say:

Rob, my colleagues and I so appreciated and benefited from your presentation in Dallas this last week.  I took on your challenge for us to create our PVP.  It (happily) forced me to revisit my strengths and weaknesses; it persuaded me to pick the strengths that would be best promoted in a short PVP.  I have a draft and I will finish it this week.  I look forward to field testing it, perhaps objectively with a new contact and perhaps more creatively with existing producers.

You provided wonderful value this week.

Thank you!

Shannon Guzzo

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“There are many quality wholesalers in the financial services industry, Rob Shore can teach you how you can move beyond the norm, stand out from the crowd, and be one of the best. Rob’s mixture of experience, enthusiasm, and passion can help any wholesaler not only be successful, but sustain that success over many years.

Rob teaches wholesalers how to create a winning formula no matter what product they are selling. Indeed when working with Rob you learn that the product is you. Rob can help you craft a specific message about what value it is you bring to the table when working with advisors, how to use this value proposition to build relationships, and ultimately win business from the competition.

I highly recommend Rob Shore to any wholesaler aspiring to be the best.”

—Brad Murphy, MA

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“I have learned invaluable skills in my coaching sessions with Rob. I have gained many new insights on how to better focus my time and efforts to continue the growth of my business and increase my sales in my region. I am where I need to be to continue my sucess in my carrer.

Thank you for all of your time tested ideas and for helping me refocus on tasks that matter and drive business growth!

I owe it all to you!”

—Jason McGrew, KY

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“Given the recent economic downtown I was faced with finding a new career opportunity. After 10 years in the business I took this opportunity to work with Rob to help sharpen my skill set, hold me accountable, and keep me prepared though my job transition.

After one coaching call with Rob I knew I found something special. His passion for the business is without question. Once Rob helped open the door for an opportunity it was up to me to demonstrate my skill set and why I will be the best candidate for the position. I got the job! and look forward to working with Rob on bringing my business to the next level.

Thank you Rob!”

—Josh Wyatt, IL

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“Fresh perspective, a renewed sense of excitement for my career, and endless unique ideas are all the things I took away from my individual coaching sessions with Rob. Whether you’re a first time wholesaler or have been in your territory for a long time, Rob offers customized coaching to the goals that matter most to you. Working with Rob is definitely a worthwhile investment in your business!”

—Kelly Apple, TX

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“After 16 years in the business I started to get stale in my approach. After a few one on one consulting sessions with Rob he not only helped me change my business plan, he helped me completely change my business model. I have never before been more excited about my potential in this business and cannot wait to see how my business will increase in 2011.

I cannot thank you enough for all of your help Rob.”

—Mike Malloy, AZ

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A blog and Sunday Night email reader wrote:

I get a lot out of your content and your groups. I was out of the game for two years and am grateful to be wholesaling again. I was lucky my DVP gave me a chance after such a gap in employment. I subscribed to your group and got back in touch with an old colleague who put me in touch with someone at who got me in touch with the hiring manager. I aced the interviews, 7 to be exact but without finding my old colleague I wouldn’t have known about the job or who to call. As you can imagine after two years of being out of the field I was starting to lose my confidence but I kept reading your posts which reminded me of a lot of the things I did on the road. I knew I could still be successful. I took over the region at 500k a month, I am at 4 million this month. Its my fourth month in production.

Long story short, thank you.

You are making a difference

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“Over the last few months of our Wholesaler Masterminds calls I have been able to gain valuable insight into wholesaling in general, but more importantly a valuable insight into me as a wholesaler.

  • What sets us apart?
  • What makes us more or less effective?
  • How do we position ourselves as a real value to our clients?
  • Do we work towards our clients needs and objectives, or do we push our own agenda on the client?

These are all topics and discussions that have been shared on the calls and the give and take has made me a better wholesaler. It can never be understated that we continuously learn from our peers no matter what “product” they are selling, whether it is life, annuities, funds or LTC…..selling is selling.

Rob masterfully facilitates these calls and maintains the proper balance to ensure we as a team are meeting the call objectives. I highly recommend any wholesaler, in any product line, to take a look at Wholesaler Masterminds.

The worst that can happen is you will learn something new”

—Patrick Kane, MA

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“Rob has amazing ideas to help you grow your business – it’s up to you to figure out how to put them into action. In one case he suggested a promotion and our advisers loved it. We had at least 50 inbound calls (no exaggeration) over three weeks just to inquire!

The promotion also facilitated a business conversation with 170 other advisers. It was amazing too see a small conversation starter lead to big business opportunities.

It is a promotion that has been, and continues to be, a huge success!

My time and money spent in Wholesaler Masterminds has been worth every penny – and more.

Thanks Rob!

—Ernest Schalansky, IL

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“Rob Shore is the real deal. He is an amazing communicator who is showing me how to become the gold standard in wholesaling. His powerful combination of experience, success and passion are so effective at helping you achieve your best. Rob has been an key part of helping me take over a last place territory and moving it to a top performer last month. Rob’s approach will challenge and inspire you. Connect with him today.”

—John Langston, TX

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“After my first call on Wholesaler Masterminds I knew I found something priceless. Rob delivers, and uncovers (from the group of seasoned, top notch masterminds in the group) more actionable ideas in a one hour call than I have ever read in a book that takes days to read. Rob’s passion for coaching, and wholesaling is unbelievable, and extremely engaging……….contagious even, no risk of H1N1. I look forward to each session, and the motivation it provides me. One may say it compares to drinking 67.2 bottles of “5 Hour Energy” at once………that’s two weeks worth for those of you who dislike math.”

—Quentin Carter, AL

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A Sunday Night email reader wrote:

I look forward to a number of things every weekend. You are in elite company, albeit an eclectic group. On Saturday, there are click and clack the Tappet brothers and Garrison Keillor. On Sunday, there is Will Shortz, the puzzlemaster and Lynne Rosetto Kasper, The Splendid Table, followed late Sunday afternoon by Rob Shore. Your missives are a good way to end the weekend and engage for the upcoming week. You must be [had been] a helluva wholesaler because you are a good storyteller.”

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“I’ve had the unique experience of working for Rob, participating in his Wholesaler Masterminds calls and attending a few of his coaching and training sessions. Over the last ten years that I have known Rob he has always been a great leader, coach and mentor and I owe a great deal of my success to his guidance. In the financial services industry he has worked as a wholesaler, a national sales manager, a high level executive and is now offering his years of experience to firms and individuals who want to take their sales skills to the next level.

In sales long term shelf space is not won by having the product of the month, it is earned by consistently having the best and most memorable sales force on the street. Through his firm shorespeak, Rob not only offers his coaching skills but also all the sales and technology tips and tools to put you head and shoulders above your competition. I highly recommend Rob Shore! ”

—Troy Simmons, AZ

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“I have found the Wholesaler Masterminds group and Rob Shore specifically to be a great resource while I build my business in St. Louis. The ability to partner with some of the most successful wholesalers in the country; share ideas, discuss problems, celebrate victories and learn new strategies are but a few of the benefits of this group. Rob has become a mentor, a motivating force and a business coach to each of us in a unique and individual way. I would strongly recommend developing a relationship with Rob as we all need a great coach to be more successful than we imagine ourselves becoming on our own.”

—Dick Miller, MO

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“I have had the privilege to tap into the coaching and mentoring resources of Rob Shore. Rob is an accomplished Senior Leader in the distribution of investment products. His vast experience and highly developed leadership competencies enable Rob to be highly effective as a coach within the financial services industry. A critical skill of any leader/coach is the ability to communicate. I have come to appreciate his ability to not only listen, but hear me as well. As a result, Rob always delivers a “tell it to me straight” message. Rob constantly challenges me and the status quo – always seeking to help me become memorable in my own way. Through Rob’s creative coaching approach, I am positioned to continue to differentiate myself which will allow me to stand apart and ahead of my competition. Thank you Rob!”

—Laurie Marksberry, IL

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“Rob Shore is a more than a coach; he’s truly an expert on having the skills and approaches that are most important in today’s world. He possesses that unusual skill of being successful both at living the role of consummate salesperson and also of helping others understand how to emulate it. His relationships are deep and long-standing: I explain that as a result of his perfect blend of heart, intellectual rigor and a practical nature. His ability to coach others to his level of success, and beyond, comes from his extensive experience and his special gift for hearing all the possibilities underneath what’s said to him. He has been invaluable to me in my business as a mirror, an idea generator and a great supporter of my accomplishing what I’ve set out to do.”

—Laura Rosenbaum, CA

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“Rob Shore has proven solutions that will leverage existing and create new opportunities to build your business. He is a knowledgeable business coach with many years of successful experiences to share.

Rob’s knowledge of the financial services industry is impressive and he is incredibly organized and detailed oriented. He will provide you with ideas that when implemented will build your practice to the pinnacle.

If you’re looking for someone to help you take your company or your sales team to the next level, Rob is the professional with whom you should work.”

—Hugo Ernst, MO

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“Rob’s been a leader in the financial services industry for years. But as a coach, he can really help you take your business to a new level. It’s not just about sales skills or best practices. Rob can show you how to build your personal brand, develop a strategy for success, and become truly memorable. And, today more than ever, it’s vitally important to stand out from the crowd.”

—Jeff Osterman, IL

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“Over my wholesaling career, I have learned more about memorability from Rob Shore than from every other person I’ve come in contact with, combined. He brings enthusiasm and creativity to the forefront while backing it up with superb blocking and tackling.

Rob’s coaching ability is top notch and has provided me with insight, creativity and honest dialogue all of which have helped drive my effectiveness. He’s instrumental in any success I’ve enjoyed. “

—Larry Nisenson, NY

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“Even coaches need a coach and Rob Shore has been a terrific coach for me. We both have extensive experience in the financial services industry but as my coach Rob has a knack for cutting through the clutter and getting me to focus on the key issues that will help me grow my business; a key trait of a great coach. Rob’s successful track record as a producer, manager and executive in the financial services industry gives him a firm grasp on what it takes to succeed in this industry especially during these challenging economic times. He is also adept at guiding me through the myriad ways of using social media and other technological resources to build my business. We all need an edge in this market and Rob’s coaching gives me that edge.”

—Mark Hoaglin, President, Above The Crowd Business Development Group

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“Salespeople, by nature, often like to think they have all the answers. As a member of a group being coached by Rob, I was extremely impressed with his ability to draw out valuable ideas and insights from a diverse group of salespeople and getting us to ‘think outside the box’. Rob is a very good motivator.”

—Dan Wagner, MA

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“Your coaching has inspired me to take the necessary steps to become a leader in my field, and has propelled me to more success than I ever thought possible. Your passion for excellence, and your ability to communicate that passion and to pass it on to others is truly remarkable. The lessons and encouragement I’ve gained from you will help in all my future endeavors!”

—DeeAnne White, London England

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I have had the privilege of knowing Rob for the past 10 years. Rob is one of those rare people in the universe who encompass the passion, energy and talent in the pursuit of making a difference in peoples lives. This occurs not through the tried and true cliches of wholesaling. But rather in a way that inspires all of those he touches to reach within themselves to attain their maximum potential as both people and professionals.

Rob Shore is unique in the industry of financial products distribution. Rob spent a large part of his career calling on financial advisors to help them build their individual practices. This foundation provided Rob with a unique perspective in how to grow top-line sales and bottom-line profitability through all distribution channels. I believe this background was instrumental as Rob led Allstate Financial Distributors to become a leader within all distribution platforms during the past decade.

Rob’s desire to embrace change puts him light-years ahead of countless others in our industry that seek to engage wholesalers in the area of practice management. Rob’s professional experience along with his ability to recognize the necessary core competencies of wholesale distribution are significant in today’s world of intermediary distribution. I recommend Rob to any institution that is looking to grow their distribution company and help financial advisors become more profitable in their individual practices.”

—Seth Friedman, NY