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Archives for 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 Rollins, CEO of LJ Cooper Wealth Advisors at REISA.
In addition to his work as an advisor and senior leader, Craig has written a book on wholesaling that was inspired by his experience with wholesalers from the client side of the table called The Wholesaler’s Companion.
The Only Three Things A Wholesaler Has To Offer
A divisional manager coaching client was telling me about an activity he was doing with COIs.
I questioned him as to why he was the one engaging in the activity that a lesser trained, less expensive staff member could do with the exact same results.
And the rationale holds true for wholesalers as well.
The Results Part 2 – Wholesaler Survey 2011
In 2009 Wholesaler Masterminds began to survey the wholesaling community. Given the significant unrest in the industry in late 2009 we kept our questions brief and our focus tight. The results of that survey were centered around job satisfaction.
While the 2011 edition offers insights into the same questions, we expanded both the number of questions and the topics we surveyed.
This is Part 2 of our 2011 Wholesaler Survey Results. Part 1 of the findings can be found here.
Wholesalers Shouldn’t Neglect The Movable Middle
I was in San Antonio speaking to a group of super talented wholesalers.
The speaker before me was the national sales leader of a mid-size broker dealer.
As a COI he was invited to give his perspective to the team.
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