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Archives for January 2013

Wholesalers Should Give Their Clients The Platinum Treatment

In the Winter 2013 issue of the American College’s Wealth Channel Magazine we did a story titled “All That Glitters Is Platinum!”

Because the bar for great service continues to rise.

And, while some follow the Golden Rule, great wholesalers follow the Platinum Rule.

[Read more…]

Filed Under: General Wholesaling, Improve Sales Skills, Management, Wholesaler Best Practices Tagged With: featured, The American College, The Wealth Channel Magazine

12 Ways Wholesalers Succeed at FPA Meetings

You’ve been approached by a local Financial Planning Association (FPA) chapter to sponsor one or more meetings.

If you’re like me, part of the thought process is:

  • How many sponsors are there?
  • How will I get to participate?
  • Will I get a list of participants to market to?
  • How do I know that the money is not a giant waste of resources?

[Read more…]

Filed Under: General Wholesaling, Improve Sales Skills, Travel and Entertainment, Wholesaler Best Practices Tagged With: DNA Behavior, featured, Peggy Mengel

Can Wholesalers Effectively Use Loyalty Programs? – Shep Hyken

Your favorite airline has one.

Your favorite hotel has one.

In fact, it’s hard to find a business or industry that isn’t trying to make a repeat customer out of you.

So, do you have one for your practice?

[Read more…]

Filed Under: General Wholesaling, Improve Sales Skills, Industry Research, Technology, Wholesaler Masterminds Radio, Wholesaler Masterminds TV Tagged With: Amazement Revolution, I Carry The Bag, Shep Hyken

Advisor Elephant Hunting: Use LinkedIn to Get References and Recommendations

One of the things we work on with our Wholesaler Masterminds Coaching clients is how to effectively work a list of prospects.

Well, not just any prospects – by prospects we mean Elephants.

Advisors so large that they will make your Career Year happen…fast.

[Read more…]

Filed Under: Career Year, General Wholesaling, Industry Research, Wholesaler Best Practices Tagged With: Brotherhood of the Bag, featured

Why Wholesalers Should Take The Stairs – Rory Vaden

Wholesalers, are you looking for the path that is most convenient?

Or are you looking for the magic short cut?

Well, stop.

Rory’s research tell us that “ultra performers” do the stuff that others don’t want to do.

[Read more…]

Filed Under: General Wholesaling, Improve Sales Skills, Wholesaler Best Practices, Wholesaler Masterminds Radio Tagged With: I Carry The Bag, Rory Vaden, Take The Stairs

Ready To Shatter The Year Ahead? You’ll Need These 5 Great Wholesaler Traits

[Editor note: While written for the start of the 2013 campaign, this post has ‘all weather’ content]

Fiscal cliff.

No fiscal cliff

Another calamity du jour.

And you know Yogi Berra once said, “It’s deja vu all over again”.

2013 promises to be another in a series of challenging years for even the best wholesalers.

Yet market uncertainty simply reinforces the need for great wholesalers to be at the top of their game.

[Read more…]

Filed Under: Career Year, General Wholesaling, Wholesaler Best Practices Tagged With: featured

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About Rob Shore

Over 25 years of distribution experience provides the knowledge and granular insights Rob's clients require to assist them with their practices - whether working one on one, in groups, or live events; with senior leaders or frontline wholesalers. [Read More or Contact Us]

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