We frequently speak to wholesalers about their effectiveness at advisor conferences.
And we have written about it too.
Here.
And here.
Recently, it has us asking what if?
Archives for October 2012
16 Wholesaler Business Planning Resources
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.
Should Wholesalers Be Clever Or Kind? – Mike Robbins
Kindness can win new fans for wholesalers.
Mike Robbins reflects on that and much more in the episode of Wholesaler Masterminds Radio.
Mike is the author of two bestselling books, Focus on the Good Stuff and Be Yourself, Everyone Else is Already Taken, which have been translated into twelve different languages.
Mutiny On The Wholesaler Bounty: Why Firms Need To Reevaluate What They Inspect and Expect
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.
How Great Wholesalers Get The Appointment Without Leading With Product
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…]
How Can Wholesalers Profit From Advisor Uncertainty? – Daniel Burrus
Who will be the next president?
What will fiscal policy be in 2013?
How will the economy respond to the latest stimulus?
All of this uncertainty is just the latest chapter – because there is always some measure of uncertainty in our business.
The question is: How do you profit from it?
