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Archives for March 2012

The Collapse of Wholesaler Distinction – Scott McKain

We speak, write and coach about it endlessly.

Wholesalers navigating the treacherous waters of the great Sea of Wholesaler Sameness.

And Scott McKain knows a thing or two about this topic.

[Read more…]

Wholesaling Chicken or Wholesaling Egg? – The Epilogue

In our Sunday Night Email (sign up over in the sidebar to join 10,000 of your peers that receive this communication ——> ) we wrote the following and asked for your input.

And input we got!

Here’s the Sunday Night Email followed, by the reader comments:

[Read more…]

Wholesaler Ego: Be A Servant Not A Celebrity

We work in a industry that is filled with egos.

Big egos.

[Read more…]

Wholesalers Need to Get Dirty in the Data – Steve DeLano

wholesalers get dirty in data

Too many years ago to count I was at a wholesaler meeting where our firm had enlisted the services of a then start up company to provide us with a look at how advisors viewed the firm and us as wholesalers.

It was at this meeting that I met Steve DeLano and Market Metrics.

[Read more…]

Are You A Prehistoric Wholesaler?

A senior leader of distribution that we were interviewing for the next issue of I Carry The Bag magazine was discussing his outlook regarding the landscape for wholesaling 3-5 years in the future.

And, the implications for wholesalers that are rooted in days gone by.

We dusted off this piece which was originally written in 2009:

[Read more…]

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About Rob Shore

Over 30 years of distribution experience provides the knowledge and granular insights Rob's clients require to assist them with their practices - whether working one on one, in groups, or live events; with senior leaders or frontline wholesalers. [Read More or Contact Us]

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