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!
[wpcol_1half id=”” class=”” style=””]25 Entertaining Ideas Wholesalers Use With Advisors
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
Free and Fast Way For Wholesalers To Map Advisor Locations
Wholesaler Masterminds Rotation Builder
[/wpcol_1half]Getting Dirty In The Data – Perfecting Your Rotations
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


Wholesaler Masterminds Radio: Deeper COI Relationships
The Evolution of ChatGPT and AI: How Can Wholesalers Take Advantage of Emerging Technology?
Are You Willing To Go Over The Top? – Linda Lubitz
Gumby, Pokey and the Wholesaling Sea of Sameness
12 Traits Of Your Preferred Advisor Profile