Menu
  • Home
  • Testimonials
  • LinkedIn
  • YouTube

Wholesaler Masterminds®

Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker

  • Blog
  • Blog Archive
  • Podcast
  • About
  • Home
  • Blog
  • Blog Archive
  • Podcast
  • Testimonials
  • About

You are here: Home / Career Year / The Dreaded Wholesaler

The Dreaded Wholesaler

Featured Posts

  • 107 Open-Ended Profiling Questions for Wholesalers To Ask Financial Advisors
  • 105 Great Questions Wholesalers Should Ask Advisors
  • 51 Posts All New Externals Needs To Read
  • 12 Must Read Posts For Internals

We are not sure where this video originated [though the clues tell us it’s a bank advisor in Texas] – but it contains many kernels of truth.

Unfortunately the advisor community views too many wholesalers (and most assuredly not just fund wholesalers) through this exaggerated, but telling, lens.

If you look in the mirror and see any of yourself in this spoof contact us and let’s talk about coaching.

At the very least see if there is something in our Store to help you become a better wholesaler!

We’re on a mission: helping you create your next Career Year!

flickr credit

Related Posts

  • Some Wholesalers Are Like Stale Real Estate Listings
  • When I Saw NotebookLM by Google
  • The Wholesaler Who Lost Her Focus
  • Advisor Drop-ins: Smart Tactic or Dumb Move?
  • 5 Timeless Speaking Tips

Comments

  1. Greg Shipper says

    March 5, 2012 at 1:09 pm

    This venue is exactly why I scripted “The Dreaded Mutual Fund Wholesaler”. I have always viewed Wholesalers as a true business partner whom play an intricate role in helping me build my practice and, when I find one that truly ‘gets it’, I try to remain loyal to them and their products. Unfortunately every now and then a Wholesaler that doesnt get it comes by and commits their first big mistake..dropping by unannounced. Whenever this happens, I sit them down with this video and when done ask them to call me back for an appointment. Usualy they get it and I always give them one-on-one time after.
    Glad to see the video put to good use.

    • Rob says

      March 5, 2012 at 6:36 pm

      Greg;

      Thanks for stopping by to “claim” this video. As FYI there are quite a few differing opinions re drop ins. Many wholesalers have properly used them successfully to cultivate meaningful relationships with advisors that they now count as part of their very best producers. And some wholesalers fundamentally stay away from them – perhaps because they’ll be vilified by messaging like this video.

      Here an extensive post we wrote on the subject: https://wholesalermasterminds.com/2014/01/advisor-drop-ins-smart-tactic-or-dumb-move/

Search Over 1,000 Posts!

Most Popular Posts

CLICK HERE to see all 39 ‘Thought of the Day’ insights (and download the image zip file)

THOUSANDS OF WHOLESALERS HAVE READ IT – HAVE YOU?

Wholesaler Masterminds Follow-up Task Worksheet

© 2025 shorespeak, L.L.C. | All Rights Reserved

Terms, Conditions & Privacy Policy

Copyright © 2025