Menu
  • Home
  • Testimonials
  • LinkedIn
  • YouTube

Wholesaler Masterminds®

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

  • Blog
  • Blog Archive
  • Podcast
  • About
  • Home
  • Blog
  • Blog Archive
  • Podcast
  • Testimonials
  • About

Archives for February 2016

What Wholesaler Skills Are Most Important To Advisors?

In late 2015 Ignites Distribution Research released Beyond the Cliche of ‘Consultative’ Wholesaling which polled the advisor community regarding the consultative capabilities of our wholesaling community.

Among the questions, they specifically asked advisors about the most important skills needed for wholesalers to succeed in forming relationships with their practices.

All of the figures represent the weighted percentage of advisors who deemed the skill very important or crucial in the study.

[Read more…]

Internal Wholesalers Who Want to Become External Wholesalers: You Have to Get Your Timecard Stamped

This question, or one quite like it, has been asked for as long as internal wholesalers have aspired to become externals.

And it’s one we received from an existing internal on an annuity desk:

I have high aspirations to get out into the field. The industry is always looking for experienced wholesalers now. What is the best way to get out into the field?

[Read more…]

In Markets Like These What You DON’T Say May Matter Most

This market is making advisors edgy.

So, you’re armed with the latest commentary from your firm.

You have defensible positions/responses for many/most of their concerns.

[Read more…]

The Emotionally Incompetent Wholesaler

Would you rather have a long-tenured sales machine, void of empathy, or a new(er) wholesaler who connects well on an emotional level with advisors, but is just starting their journey?

This paraphrased question came from a coaching client recently, as they were having issues with their internal partner.

[Read more…]

Search Over 1,000 Posts!

Most Popular Posts

CLICK HERE to see all 39 ‘Thought of the Day’ insights (and download the image zip file)

THOUSANDS OF WHOLESALERS HAVE READ IT – HAVE YOU?

Wholesaler Masterminds Follow-up Task Worksheet

© 2025 shorespeak, L.L.C. | All Rights Reserved

Terms, Conditions & Privacy Policy

Copyright © 2025