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.
Don’t fail to plan…and don’t plan to fail!
Tell Me Where It Hurts: 10 Questions For Business Planning With Financial Advisors
6 Checkpoint Topics For Wholesalers To Discuss With Advisors
Creating and Marketing Your PVP- Peerless Value Proposition®
23 Client Event Ideas For Wholesalers To Use With Advisors
Wholesaler SWOT Analysis Worksheet – For Your Career Year
After +15-years of service to our wholesaling community, I've now retired - and I’m committed to keeping all our resources available for future generations of wholesalers and their leaders – but only as long as it makes fiscal sense.
Please consider a seamless, no fee donation using Zelle or PayPal.
Our Zelle address is: shorespeak@gmail.com or use the QR codes.
THANK YOU!
Rob Shore
Founder
20 Questions Wholesalers Should Ask Themselves To Have A Career Year
76 Great Questions Wholesalers Should Ask Advisors
11 Ways Wholesalers Are Deluding Themselves
8 Ways Wholesaler Can Improve Their Presentation Skills
Wholesaler Email Clinic Replay
Wholesaler Masterminds Business Plan Template
Pick up your copy of Brotherhood of the Bag, A Wholesaler’s Handbook
Schmeeks, Formally Known As Wholesalers
How Can Wholesalers Sell To Crazy Busy Advisors? – Jill Konrath
There’s Pain in Your “But”
Which Types Of Advisor Marketing Touches Are The Most Effective For Wholesalers?
The Effect of the Aging US and Canadian Advisor Population: 2017 State of Wholesaling Survey Results – Part 2