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Archives for 2011

4 Things That Advisors Need From Wholesalers In Today’s Market

wholesalers lessons for advisors

An old friend, former wholesaler and current senior leader at a large mutual funds distributor called me today to share a story.

Back in 2003, at a Portland Trailblazers home game, Natalie Gilbert was called upon to sing the national anthem.

And for any 13 year old young lady this surely had to have been an honor.

Until it went very wrong.

[Read more…]

8 Ways Wholesalers Can Improve Their Presentation Skills

Recently I attended an event that afforded me an opportunity to hear seven 30-minute wholesaler presentations, back to back.

The presenters ranged from seasoned and long tenured professionals to a couple of newer folks.

These presentations reminded me of some tips that the best speakers practice – and rest assured that the best speakers do practice, often.

[Read more…]

The Typical Wholesaler vs The Great Wholesaler – An Infographic

The simple fact is that I get to coach truly outstanding folks.

Today, in a discussion with one of those clients, we were lamenting how difficult it is for wholesalers to separate themselves from the Sea of Sameness and measurably increase their MQ-Memorability Quotient®.

Part of the challenge lies in simple DNA.

[Read more…]

Dear Wholesalers, It’s Not About You – Bob Burg

Years ago there was a running joke that I had with a friend in our business.

As we would sit and catch up, both excited to share the events of the day/week, one of us would finish speaking and then look at the other and say, “But enough about me, let’s talk about me!”

And sometimes wholesalers, in fact all sales professionals, are guilty of a misguided focus.

[Read more…]

How Much Love Should Wholesalers Give To Top Producers?

wholesalers become master negotiators

I had a boss that always used to say, “Your best clients are your competitors best prospects.”

Which means you need to guard the relationship you have with your top producers – closely.

That said, have you ever wondered how much is too much when catering to needs of your very best clients?

[Read more…]

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