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Archives for 2013

The Bane of the Wholesaler’s Existence: The Entitled Advisor

We get all kinds of email from our readers.

And the one we received recently, excerpted here, touched a familiar nerve:

This week has been one of the most *insert expletive* week’s I believe I have ever had. You’ve touched on it before, but I need some help understanding something.

[Read more…]

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…]

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…]

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…]

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…]

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