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
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
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Need assistance with your planning?
Get more information about any of our Wholesaler Masterminds Coaching opportunities.
How Can Wholesalers Profit From Advisor Uncertainty? – Daniel Burrus
70% of RIAs Are Not Influenced by Wholesalers and 46.7% React Negatively to Interactions
Good Question, Glad You Asked #2: How Do You Make This Job Less Stressful?
A View From The Wholesaler’s Passenger Seat – Dr. Bob Froehlich
Wholesalers Need to Get Dirty in the Data – Steve DeLano
