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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 May 2023

49 Great Discovery Questions To Ask Advisors Over The Age Of 60

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

They are an advisor who is over 60 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…]

Dawn was stressed. Very, very stressed…

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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