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Archives for 2011

Exact Change Required

Some years ago I was riding with a brand new wholesaler that I hired and we were approaching a busy toll booth on Chicago’s I-294.

He pulls up to the Exact Change coin bin and frantically searches for ANY money.

[Read more…]

Nobody Works Past Five O’Clock

Last Monday, the heater in the spa went on the blink.

Seems that the flame on the gas fed unit is not firing.

[Read more…]

3 Questions To Ask Yourself

I’ve asked my coaching clients the following three questions recently:

1. As a wholesaler, what ONE trait/characteristic are you most proud to display to clients and prospects?

[Read more…]

Five Ways Advisors Can Use Wholesalers to Get to Their Own Retirement

wholesalers help financial advisors get to retirement

This article is from the Fall 2011 issue of The American College’s Wealth Channel Magazine:

It presents ideas for advisors on how to best partner with wholesalers.

Enjoy the read.

Five Ways Advisors Can Use Wholesalers to Get to Their Own Retirement – Wealth Channel Winter 2011 by Rob Shore on Scribd

3 Ways Wholesalers Can Influence Advisors – Steven Gaffney

Is honesty the best sales policy?

Can open and honest communication increase your business?

Can you influence advisors without “authority” over them?

Is lying by omission lying?

Is there an increased need to be more honest today – and have that be a strategic business advantage?

[Read more…]

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