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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 2022

Survey Findings: What Do Advisors Look For In Wholesalers?

Our friends at YCharts have released a new white paper, What Do Advisors Look For In Wholesalers?.

It attempts to answer:

What do advisors look for in their wholesalers?

How can wholesalers make the biggest positive impact on an advisor’s business as a whole?

What can wholesalers do to create even more value for the advisors they work with?

[Read more…]

My Best Practices: 16 Insights From A Recently Promoted Internal Wholesaler

It’s both good news and bad news.

Good news: your amazing, LONG tenured, successful internal partner just got promoted to external.

Bad news: your amazing, LONG tenured, successful internal partner just got promoted to external.

Recently, a coaching client was navigating this transition in their territory.

He asked his soon-to-be-departed partner for their best pearls of wisdom that he could pass along to his new internal partner.

These 16 insights are presented as written, with only light editing for clarity.
[Read more…]

Collaborative Annual Business Planning with Your Top Financial Advisors

Good wholesalers complete their annual plans.

[see our Wholesaler Masterminds Business Plan Template here]

Great wholesalers are increasing their MQ-Memorability Quotient® by do annual planning with their most valued advisors.

[Read more…]

Want To Be More Memorable To Clients and Prospects?

It’s fairly simple.

And not at all easy.

[Read more…]

Millionaire Wholesalers Know The Importance of Routines and Rituals

Nearly every successful Millionaire Wholesaler™ has some sort routine or daily ritual. These are personal rituals that help them stay grounded and establish a sense of order in a stressful and hectic work life.

Often these rituals set the tone for the day and launch Millionaire Wholesalers into maximum productivity.

[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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888-508-5010
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