We received a terrific question from a coaching prospect last week.
He asked, “Simply put, what do you think separates an average wholesaler from a master wholesaler?”
So, what are the most important differentiators that separate the wholesalers that are bobbing in the great Sea of Sameness from the greats?
Two things.
Process and Branding.
Great wholesalers have repeatable processes in place for:
- scheduling
- pre-appointment preparation
- in appointment interviewing/presenting
- post appointment follow up
- entertaining
- administriva
that allow them laser-like focus on what matters most: being in front of advisors.
In addition, great wholesalers have a brand that is clear and distinct in the market that they serve.
And the brand of which we speak is not their product.
It’s their PVP – Peerless Value Proposition®
How about you?
What’s your opinion about what separates the great wholesaler from the also-rans?


When Is Your Wholesaling Day Done?
Wholesalers Need To Find More Time To Appreciate The Good Stuff – Mike Robbins
How Can Wholesalers Sell To Crazy Busy Advisors? – Jill Konrath
Things That Wholesalers In Job Transition Should Know