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Archives for 2016

Know More To Sell More: The Importance of Advisor Recon with Sam Richter

How do you prepare for your advisor meetings?

For most wholesalers the checklist includes:

– Sales literature in bag
– Trinkets and trash in trunk
– Boarding pass on iphone

But the most important element of appointment preparation is one that too few wholesalers do.

[Read more…]

10 Quotes and One Gift

a gift from Wholesaler Masterminds®

Super selective and discerning.

That’s our thought when we opt-in for any email subscription.

One of our favorites is Fortune CEO Daily.

[Read more…]

7 Secrets of Power Entertaining with Eddie Osterland, MS

How many times this past month did you entertain an advisor or COI?

How many times was that engagement truly memorable?

For too many wholesalers, entertaining via dinners, sporting events, etc. is so much second nature that it has become an afterthought – which is why there is so much to learn from this weeks’ guest.

[Read more…]

The Wholesaler’s Jar of Life

As sent to us by an employee in 1999 and recently unearthed.

The internet cites a host of different sources, whom we’d be delighted to credit, if the real original author was clear. 

One day, an expert in time management was speaking to a group of business students and, to drive home a point, used an illustration those students will never forget.

[Read more…]

Fess Up Wholesalers, Better LinkedIn Useage Belongs In Your Practice’s Toolbox with Laura Virili

We started talking about the importance of properly using LinkedIn in your practice over five years ago. Sadly, this amazing tool isn’t even in many a wholesaler’s toolbox.

If you do use LinkedIn, there are still a host of unexplored ways to leverage its power.

That’s why this week’s guest is “must listen” podcasting!

[Read more…]

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