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This post from June 21, 2016 originally ran at Advisors Perspective and was written by Teresa Riccobuono. It is posted here at Wholesaler Masterminds® with permission.
In my recent article on investment philosophy, I mentioned using your relationship with wholesalers to benefit your clients. Developing good relationships with wholesalers of funds in which your clients are invested makes good sense.
A few years ago we started a open forum for wholesalers to share stories that only fellow wholesalers could believe and/or relate to.
Here are some of the latest entries.
Strange beasts we are.
Both as humans and as wholesalers.
When the odds are stacked against us, when our world gets uncomfortably stirred, we often dig deep and work our butts off to avoid unenviable consequences.
Odds such as:
Just not that useful.
That’s the opinion we’ve always had about the homepage stream of content updates we were getting at LinkedIn.
Afterall, LinkedIn isn’t the most user-friendly social platform on the scene – and we are on it virtually every day.
