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Archives for 2012

17 Questions Wholesalers Should Ask Themselves to Have a Career Year

What skills will it take to achieve your best year yet?

Here’s 17 worthy of serious consideration.

[Read more…]

How Can Wholesalers Become a Category of One? – Joe Calloway

What are the best practices of the best companies?

How do you set yourself apart from your competitors and turn your practice into a market leader?

For these questions and more we have Joe Calloway with us.

[Read more…]

6 Things You Might Be Doing To Piss Off Advisors

what pisses of financial advisors

We picked up a comment left on a story at Ignites.com that caught our eye.

The Ignites article was titled: Wholesaler Mistakes That Irk Advisors Most (link requires subscription).

The comment appears to have been posted by a Financial Advisor.

He writes:

[Read more…]

9 What Ifs: The Great Wholesaler’s Approach To National Sales Meetings

wholesaler national sales meeting effectiveness

Between the years of carrying the bag and the years in management we, like you, have been to many a national sales meeting.

And with the height of the national sales meeting season approaching, it has us asking, “what if?”

[Read more…]

Exactly What Do Financial Advisors Want From Wholesalers? – Bill Bachrach

what do financial advisors want from wholesalers

The next best thing to getting into the brain of the financial advisor you wish to serve is to get next to the person who, arguably, is one of the most influential advisors to the advisor.

And you likely already know Bill Bachrach.

[Read more…]

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