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Archives for May 2023

49 Great Discovery Questions To Ask Advisors Over The Age Of 55

You are a wholesaler who is under 35 years of age.

They are an advisor who is over 55 and has been in the business almost as long as you have been alive.

Exactly what profiling questions would you ask so as to 1) properly understand their practice and 2) not embarrass yourself?

(more…)

107 Open-Ended Profiling Questions for Wholesalers To Ask Financial Advisors

Understanding the nuances of a financial advisor’s practice is critical.

Great wholesalers probe beyond the surface, asking thought-provoking questions to uncover the depth and breadth of an advisor’s business model, investment philosophy, client relationship strategies, and so much more.

[Read more…]

Which Types Of Advisor Marketing Touches Are The Most Effective For Wholesalers?

Is email still effective?

Can speaking at broker dealer events provide the advisor eyeballs and attention you desire?

How do industry conferences rank in the hierarchy of productive wholesaler marketing activities?

[Read more…]

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