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Archives for July 2011

16 Essential Wholesaler Travel Website Resources

essential wholesaler travel sites

When I worked in corporate America, and since I had a big job, I had access to the “executive corporate travel department”.

And the truth is I always preferred to do the planning myself.

Here are brand new, as well as tried and true, sites that will help make your wholesaler travel – even if it’s booking a personal vacation – a more pleasant and affordable experience.

[Read more…]

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’ their products.
[Read more…]

7 Ways Wholesalers Can Survive A Manager Ride-Along Visit

survive a sales manager ride-along

You get the call that your manager is coming to town and expects to ride shotgun with you for 3 days.

Most wholesalers have a mixture of emotions:

Dread: No one likes to have their performance evaluated in the act of performing. This is especially true if your sales numbers have not been up to snuff.

Anxiety: Will you make the right impression? Will all of your planned activities actually happen and not get canceled? Will you get lost on the way to a reps office?

[Read more…]

Conducting Wildly Successful Wholesaler Sponsored Wine Events – Michael Bryan

Create a great client wine tasting event

Perhaps you know that I Carry The Bag covers the art, science and lifestyle of wholesaling.

And wine covers all three, wouldn’t you agree?

So it stands to reason that working with your financial advisor to create a most memorable, client facing, wine event makes a ton of sense.

The problem is too many wholesalers are not quite sure where to start.

[Read more…]

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