Blog - Wholesaler Masterminds®

When I Saw NotebookLM by Google

My brain just exploded.

Over the weekend I read about NotebookLM from Google. From their website:

“Upload PDFs, websites, YouTube videos, audio files, Google Docs, or Google Slides, and NotebookLM will summarize them and make interesting connections between topics, all powered by Gemini 2.0’s multimodal understanding capabilities.”

And while I’m still getting my head around it, check this out: I simply provided the URL of our Wholesaler Masterminds® website – and less than 5 minutes later a SIX MINUTE, two person discussion, “podcast” episode was produced.

You can give a listen here: [Read more…]

What Do You Want From A Wholesaler?

So interesting just to be a fly on the wall and read these comments (I was not the one who asked the question).

Note, while the question was asked regarding mutual fund wholesalers, it has universal application (mostly).

Don’t shoot the messenger! 🙂

These were seen at https://www.reddit.com/r/CFP

[Read more…]

Five Important Wholesaler Takeaways From The 2023 Cerulli Distribution Study

Our friends at Cerulli have just released their report U.S. Intermediary Distribution 2023 Seeking Differentiation Through Digital Engagement.

This comprehensive 174 page report delves into a ton of data that distribution leaders and decision makers will find extraordinarily useful.

And our wholesaler readers should find the following of keen interest:

[Read more…]

Top Producer Gone Wild! What Would You Do?

We wrote the following to our weekly Sunday Night Email readers and we asked for replies with comments/thoughts/suggestions about how to handle this awkward situation (that MANY wholesalers had been in).

Being the amazing folks that they are, not only did we received a bunch of comments, some expressed an interest in knowing what others suggested.

To that end:

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7 Marketing Lessons Great Wholesalers Learn From Iconic Brands

Back in 2012 (2012?!) we wrote: 6 Ways Wholesalers Can Market Like Coca-Cola.

Lately we’ve been thinking about wholesaler marketing and what we can learn from other iconic brands.

[Read more…]