Will emerging technologies, passive investing and fee compression kill the wholesaler?
What does the future of asset management sales look like?
Archives for October 2018
For Divisional Managers: Part Two – Create a More Effective Ride-Along
As a manager, what do you hope to experience when you ride with a wholesaler?
Better question: does your wholesaler know what you hope to experience?
The Curious Wholesaler
Smart folks.
We work in a sector that is filled with super smart folks.
Many have IQ’s worthy of Mensa consideration.
Three Step Wholesaler Cleanse
Caffeine withdrawals.
Seems that an old friend was experiencing them after going through a nine day cleanse, which included four days of fasting.
Not one to undertake any regimen that involves removing Starbucks from my life, I starting thinking about ways to cleanse my practice – and how you can cleanse yours.
Your Ocean of Rejection
You already know about The Sea of Sameness.
It’s that body of water that will swallow you up, unless you learn how to distinguish yourself from your competition.
Recently I learned of another sales body of water.
Lessons From Leaders #7: Interview with Kevin McGarry, National Sales Manager, Nationwide Mutual Funds
How do our most senior leaders, and those that offer them consultation, feel about the direction and trajectory of our industry?
What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn?
Welcome to The New Wholesaler Masterminds Radio Show and this special series of episodes we’re calling: Lessons From Leaders
