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Wholesaler Masterminds

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

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Archives for February 2017

A COI Speaks: If You Don’t Differentiate, You Don’t Resonate with Bill Edmonds

Always a rare opportunity.

To be able to speak to current and former senior leaders of the firms that we serve.

Specifically about great wholesalers…and those that have work to do to become great.

[Read more…]

Wholesalers, Are You on the Ethical High Road? with Frank C. Bucaro

Our business has many a slippery slope.

Every day wholesalers are confronted with ethical temptations.

Opportunities and urges to “work around” legal and compliance best practices.

But at what cost?

[Read more…]

One iPhone Hack That Will Save You a Ton of Time

Every day you craft emails that are repetitive.

And, if you are like many wholesalers, you retype each one.

Stop the insanity!

[Read more…]

Advisors Speak: The 9 Most Effective Ways Wholesalers Work With Us

Assembled at a Money Management Institute event in NYC (for which we provided the opening keynote presentation), a group of top flight wholesalers from assorted firms gathered to hone their skills and deepen their knowledge with insights from peers, industry leaders, and financial advisors whom we serve.

The question, “How do Wholesalers Most Effectively Work with Financial Advisors”, was posed to a panel of broker/dealer senior management level experts.

[Read more…]

What Do The First 7 Seconds Say About You? with Sylvie Di Giusto

One…two…three…four….five…six…seven.

It only takes 7 seconds for a person to form an impression of you.

What do those seven seconds say about you?

[Read more…]

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

LISTEN: Three Skills NEW Wholesalers Should Focus On

https://wholesalermasterminds.com/wp-content/uploads/2019/10/q8-three_things_new_wholesalers_should_focus_on.mp3

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About Rob Shore

Over 30 years of distribution experience provides the knowledge and granular insights Rob's clients require to assist them with their practices - whether working one on one, in groups, or live events; with senior leaders or frontline wholesalers. [Read More or Contact Us]

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