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Archives for September 2012

12 Traits Of Your Preferred Advisor Profile

wholesaler preferred advispr profile

Have you thought about who your ideal client is?

When you’re trying to wade through an enormous number of potential advisors that you want to add to your list of best prospects, because there’s 2,000, 3,000, 4,000 possible advisors to call on your territory, how do you skinny that universe down to size?

[Read more…]

Wholesaler Work Ethic and Entitlement – Eric Chester

Great wholesalers have the ability to be introspective about their business and their approach to it.

In this episode we bring you the foremost authority on work ethic in America.
[Read more…]

Do Advisors Prefer Emails or Phone Calls to Schedule Wholesaler Appointments?

The email versus phone call question was just one of the questions we asked recently in a financial advisor survey Wholesaler Masterminds did in cooperation with Financial Planning Magazine.

And the results were stunning.

[Read more…]

Make a Fortune, Have a Life, or Both?

We have great clients at Wholesaler Masterminds and they always get me thinking.

Last week it was a discussion about the conflict wholesalers face regarding the quest for money, the desire to reach the top of the leader board and having a life.

[Read more…]

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