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Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker

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Archives for 2012

UPDATED: An Even Faster and Still Free Way For Wholesalers To Map Advisor Locations

wholesaler maps to build rotations

Do you get dirty in the data?

If you have used the Wholesaler Masterminds Rotation Builder then you know it’s a terrific tool to assist you with the proper way to cover your territory so that you run it – and not the opposite.

[Update: A reader graciously shared a tool that he thought worked even faster than the one we demonstrated….and he was right! See screencast #2]

[Read more…]

5 Ways For Wholesalers To Cope With Feeling Overwhelmed

overwhelmed wholesalers

Wholesalers are BUSY folks.

Scheduling your appointments.

Making travel plans.

[Read more…]

Why Do Wholesalers (And Their Leaders) Stay In Jobs They Dislike?

It-Starts-With_One-Page-Job-Cheat-Sheet

Big question.

And recently one that has come up more than once with my coaching clients.

[Read more…]

Are Wholesalers Getting to The Question Behind The Question? – John Miller

wholesalers asking the right questions

A number of years ago I hired a speaker to address a group of financial advisors.

His message was impactful and struck a chord with most of the audience.

Recently while working with a coaching client, the client remarked to one of my comments, “Oh, you mean finding out the question behind the question”.

[Read more…]

The Allure of The Filler Appointment

wholesaler national sales meeting effectiveness

The demands on a wholesaler are great.

Both from the advisors they serve and the managers that employ them.

One of those demands is activity.

[Read more…]

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