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Archives for 2014

5 Powerful Reasons Wholesalers Form Partnerships

Let’s face it, wholesaling can be a pretty solitary lifestyle.

It’s safe to say that, as a community, we spend more time alone in our regions (between appointments, after hours on the road, etc.) than many/most careers.

Yet too many wholesalers overlook the meaningful ways in which partnerships – specifically with other wholesalers – can improve the quantity of their sales and the quality of the job.

[Read more…]

The Results: What’s Your Sales Outlook?

Coming off of, what was for most, a tremendous 2013 is it a surprise that wholesalers are feeling awfully optimistic about meeting their 2014 sales targets?

Or, has sales management done a better job of reining in the blow out sales of 2013 by creating a more sane sales plan for the year ahead?

[Read more…]

Inside The Mind of a Barron’s Top 100 FA – Jonathan Kuttin

What if you could pull back the curtain on an advisors practice and learn more about what makes wholesalers attractive to them?

What if that advisor was a multi-year recipient of a Barrons Top 100 designation.

In this episode of Wholesaler Masterminds Radio we welcome Jonathan Kuttin.

[Read more…]

10 Surefire Ways Wholesalers Screw Up A Sales Meeting

Ed. note: This article was originally written by a sales manager who wishes to remain anonymous.

I’ve enjoyed great partnerships with wholesalers over the years, and most of the meetings I’ve planned have involved wholesalers.

Whether it’s sales coaching or a new product roll-out, wholesalers usually add an important dynamic to meetings.

I normally welcome this group of business partners to participate.

But not always.

[Read more…]

Advisor Drop-ins: Smart Tactic or Dumb Move?

As a wholesaler, you know your most precious commodity is time.

How you manage that time during the day will determine how many dollars you raise, where you stand in the sales rankings at the end of any given month, and ultimately how well you succeed in your territory.

Caring for that commodity while trying to fit in five, six, or even seven appointments a day is always a challenge.

[Read more…]

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