We frequently speak to wholesalers about their effectiveness at advisor conferences.
And we have written about it too.
Recently, it has us asking what if?
Over the years we have written a bunch of posts that speak to both year end activities and planning for the year ahead.
We thought it would make sense to have much of that work in one place for your convenience.
If you read and implement even a fraction of what’s available here you’ll up your wholesaling game – guaranteed.
Kindness can win new fans for wholesalers.
Mike Robbins reflects on that and much more in the episode of Wholesaler Masterminds Radio.
There is a storm brewing.
The darkest clouds are forming at the confluence of new school behaviors and technologies colliding with old school distribution sales analysis.
And it means that a mutiny might be on the horizon.
A reader of this blog and student of the Wholesaler Email Clinic writes to us:
“How you would formulate a meeting request email where you have no value add and [product] from a firm no one has heard of to a group of pure RIA’s?
My conundrum is I cannot lead with business building tools because I have none, I should not lead with product and there is no brand recognition to a group of folks that don’t know me from a whole in the wall. [Read more…]
Email from us, yes! Sell your info, hell no!