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Archives for 2011

37 Rules for Wholesalers (and counting)…

This post used to be called A Lot More Than 10 Rules for Wholesalers.

An odd title for a post, I know.

You see, it started as a Sunday Night Email (it’s received by over 4000 11,000 wholesaling folks – get on the Free Email Updates list) which read:

[Read more…]

5 Ways Financial Advisors Partner With Wholesalers

wholesalers become master negotiators

Recently the folks at Rekon Intelligence asked me to host, and be the master of ceremonies for, one of their 401(k) Rekon events.

My job was to introduce the seven wholesaler speakers, make sure the show ran on time and generally make sure that the financial advisor guests were treated in the right fashion.

I also had a chance to plant some pro-wholesaler seeds, [Read more…]

The Advisor’s Door Is Wide Open, So Why Aren’t You Walking Through It?

You know the game in sales.

You look for a crack in the door, wedge your foot in, and then work your ass off to blow the door wide open.

But what happens when the door is left open – WIDE OPEN?!

[Read more…]

Trends That Will Affect Wholesalers and Their Leaders – Lee Kowarski

future of distribution - wholesaler masterminds

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?

[Read more…]

40 Adjectives That Describe Great Wholesalers

adjectives that describe wholesalers

Today I was working with a coaching client as they prepared for a big interview.

It reminded me that for all the years I interviewed wholesalers, account managers, sales managers, internals hoping to move to external, etc. I always used the same interview questions.

And, generally speaking, most people hated them.

[Read more…]

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