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Archives for 2011

There’s Always A Crack In The Door For Wholesalers To Get Through

Back in October I spoke at the CFDD Conference in Chicago.

I was asked by Ross Marino at Rekon Intelligence to join him on a panel that addressed how wholesalers can get access to elite financial advisors – even when they are crazy busy.

Following that engagement we interviewed Ross for Wholesaler Masterminds Radio in a segment called: What Financial Advisors Want From Wholesalers.

Now we are bringing you the audio of the email tips that we shared with the audience that day.
[Read more…]

11 Things Wholesalers Must Do To Ensure A Long And Successful Career

At a recent conference I met a long tenured wholesaler who spoke about a list he created that defined the 10 things wholesalers must do to insure a long a prosperous career.

Of course I asked him for the list.

That lead to the post A Lot More Than 10 Rules For Wholesalers.

And, after more than 25 years in wholesaling/distribution, I thought I’d create a list of my own.

[Read more…]

The 800 Pound Wholesaler – Bill Guertin

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?

[Read more…]

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?

In a recent meeting with a prospect I asked if she had received an email that I had sent.

[Read more…]

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

Wholesaling and hamster wheels are too much alike.

It seems that the finish line just keeps moving out in time.

[Read more…]

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