- Sep 2023
- 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 ...
September 17, 2023
- Five Important Wholesaler Takeaways From The 2023 Cerulli Di ...
Our friends at Cerulli have just released their report U.S. Intermediary Distribution 2023 ...
September 7, 2023
- Jul 2023
- Top Producer Gone Wild! What Would You Do?
We wrote the following to our weekly Sunday Night Email readers and we asked for replies w ...
July 17, 2023
- Jun 2023
- 7 Marketing Lessons Great Wholesalers Learn From Iconic Bran ...
Back in 2012 (2012?!) we wrote: 6 Ways Wholesalers Can Market Like Coca-Cola.
Lately we ...
June 1, 2023
- May 2023
- 49 Great Discovery Questions To Ask Advisors Over The Age Of ...
You are a wholesaler who is under 35 years of age.They are an advisor who is over 55 and h ...
May 31, 2023
- 107 Open-Ended Profiling Questions for Wholesalers To Ask Fi ...
Understanding the nuances of a financial advisor's practice is critical.
Great wholesal ...
May 30, 2023
- Which Types Of Advisor Marketing Touches Are The Most Effect ...
Is email still effective?
Can speaking at broker dealer events provide the advisor eyeb ...
May 2, 2023
- Apr 2023
- The Evolution of ChatGPT and AI: How Can Wholesalers Take Ad ...
AI is all the rage.If you're thinking what we're thinking, there is no way that this doesn ...
April 3, 2023
- Mar 2023
- Top 7 Tips For Creating More Effective Emails
Over 500 weeks of the Sunday Night Email.
Which has been, hands down, the #1 catalyst f ...
March 7, 2023
- Dec 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 Whole ...
December 8, 2022
- Oct 2022
- My Best Practices: 16 Insights From A Recently Promoted Inte ...
It's both good news and bad news.
Good news: your amazing, LONG tenured, successful int ...
October 21, 2022
- Collaborative Annual Business Planning with Your Top Financi ...
Good wholesalers complete their annual plans.
Great wholesalers are increasing thei ...
October 1, 2022
- Jul 2022
- Want To Be More Memorable To Clients and Prospects?
It's fairly simple.
And not at all easy.
This excerpt, from a message to Inner C ...
July 11, 2022
- Jun 2022
- Millionaire Wholesalers Know The Importance of Routines and ...
Nearly every successful Millionaire Wholesaler™ has some sort routine or daily ritual. The ...
June 28, 2022
- May 2022
- Six Ways Millionaire Wholesalers Maintain Their Long-Term Su ...
You can’t reach the pinnacle of this craft without some hard-won experience.
Millionair ...
May 20, 2022
- Apr 2022
- What's the weight of your phone?
6.14 ounces.
That's how little an iPhone 13 weighs.
Unless your day is unorganized.
...
April 18, 2022
- Was She Guilty of Complaining-in-Place?
Our coaching client was vexed.
After 10 years, her firm is changing culturally.
Lead ...
April 8, 2022
- Jan 2022
- Is MONEY Your Primary Wholesaling Motivator?
It was in the 'before' times.
Before work-from-home.
Before advisor access restricti ...
January 30, 2022
- Special Podcast Episode: Six Attributes of a Long and Succes ...
Internal Use Only is a newer entrant in the podcasting community, focusing on content for ...
January 25, 2022
- Learn to Write More Impactful Emails (Free Content)
We've learned a thing or two about email marketing.
Which happens when you send an emai ...
January 21, 2022
- Nov 2021
- Wholesaler Survey Results: How Will You Engage with Advisors ...
During a November 2021 Money Management Institute (MMI) webinar, a poll question was asked ...
November 15, 2021
- Oct 2021
- While Screaming Down The 91 Freeway
Kevin Vogt.
25 years later, I still recall the name of the advisor I was speaking to wh ...
October 11, 2021
- Aug 2021
- 16 Tips To Find Balance In The Wholesaling Chaos
Who couldn't use a bit more balance (and calm)?
That's why we share this piece from our ...
August 18, 2021
- Looking To Improve Your Wholesaling Productivity?
The factoid continues to rattle around my brain.
When the guest on our podcast shared i ...
August 16, 2021
- Tips For Coaching Your Internal: They Do It For You, Gold, A ...
The more things change, they don't!
We offer this from our I Carry The Bag® magazine ar ...
August 11, 2021
- A Public Service Announcement for Readers OVER THE AGE OF 45
A Public Service Announcement for group members OVER THE AGE OF 45:
Coming to you f ...
August 4, 2021
- Jul 2021
- I Quit! (And You Should Too)
"Winners never quit and quitters never win." ~Vince Lombardi
Sounds terrific, yes?
...
July 19, 2021
- Think YOUR Product is Commoditized?
It's a phrase as old as wholesaling.
"We work in a commodity business."
Well if ...
July 19, 2021
- Poll Results: Is The Suit and Tie Dead?
During the last week of June 2021 we received an email from a Divisional Manager that read ...
July 5, 2021
- Jun 2021
- If You Scratch An Advisor's Back, Will They Scratch Yours?
You scratch my back, I'll scratch yours.
A phrase that dates back to the English Navy d ...
June 28, 2021
- Too Cheesy For Your Practice?
7.2 billion.
That's the number of slices of Kraft cheese produced per year.
But, Kra ...
June 4, 2021
- Apr 2021
- A Wholesalers' Next Play Mentality
Every game, every minute.
One way for me to find joy amidst the insanity of the last 1 ...
April 26, 2021
- When Sol Flips Your Wholesaling Switch
"Apptivity."
A word first heard used by an insurance industry senior leader in 2010.
...
April 18, 2021
- Two Irrefutable Drivers Of Wholesaler Sales Success
Me: "It's been a while, how's your business?"
Coaching client: "March was my best month ...
April 11, 2021
- Great Wholesalers Are Comfortably Uncomfortable
How do you feel when:
--you're about to pitch a new product for the first time?
--yo ...
April 5, 2021
- Mar 2021
- What Motivates A Wholesaler?
There were 60 wholesalers.
They assembled for the firm's obligatory National Sales Meet ...
March 28, 2021
- Our Paleomammalian Wholesaler Brain
Hungry?
Dinner for four can be at your doorstep in under an hour.
Need a light cube ...
March 22, 2021
- You're on Wholesaler TV
WSLR.
Local TV station?
No.
The channel that you own and operate from your ho ...
March 8, 2021
- Jan 2021
- Anxious Wholesaler Syndrome
You're a bit restless.
You have a big presentation ahead.
Or your boss's boss is fly ...
January 10, 2021
- Here's How One Wholesaler Described His Success Using His PV ...
It was the final coaching session of this wholesalers' Focus Fifteen engagement.
Unaide ...
January 7, 2021
- Dec 2020
- Your 2021 Wholesaling Survival
Maybe (maybe?) it's been on your mind.
So let's be clear.
External wholesaling i ...
December 21, 2020
- Keys To Advisor Scheduling Success
Advisors are getting crushed with requests for zoom meetings and phone appointments.
Ho ...
December 16, 2020
- When Your Wholesaling Motivation Wanes
Straight talk: I'm in a dip.
The 'man, it's hard to get enthused in month 10 of all thi ...
December 14, 2020
- Improve Your Practice in 2021!
Our Focus Fifteen Coaching™ clients have seen terrific results, particularly since April 2 ...
December 8, 2020
- Considering Management After Wholesaling? Read This First
In a recent Focus Fifteen Coaching session (Use the code 100OFF to SAVE $100), Coach Rob w ...
December 4, 2020
- Another Wholesaler Organization Tip: A Cure For Too Many Ope ...
Before you know it you have 23 tabs open in your browser.
The problem is all those open ...
December 1, 2020
- Nov 2020
- Wholesaler Organization Tip: How To Use Groups in Chrome
Staying organized ain't easy.
But you already know that.
Problem is, work from home ...
November 20, 2020
- 105 Great Questions Wholesalers Should Ask Advisors
If we've said it once, we've said it 105 times: wholesalers who partner with advisors are ...
November 5, 2020
- Sep 2020
- 2D Wholesaling In A Covid World (or That Time I Met Tony the ...
Breakfast of champions.
As a kid, it's the morning meal meant to simply find your next ...
September 8, 2020
- Aug 2020
- Lesson From A Living Legend
Living legend.
That's a fair description of 98-year-old Norman Lear.
The creator of ...
August 31, 2020
- Four Important Messages For New(er) Wholesalers
Coach Rob Shore compares his discussions with two very different clients.
One who, very ...
August 14, 2020
- When Dinosaurs Roamed Sales Management
233 to 243 million years ago.
No, that’s not how long we’ve been holed up in a covid-i ...
August 3, 2020
- Jul 2020
- Great Wholesalers Know What They Don't Know
"Where ego I go too."
That message, in the form of a lapel button, was bestowed on me d ...
July 13, 2020
- Jun 2020
- This Is The #1 Issue Facing Work From Home Wholesalers
90 days.
That's how long (or longer) it's been since the world of external wholesaling ...
June 21, 2020
- Releasing The Quarantine Pause Button
It's starting.
Albeit ever so slowly and very dependent upon your geography, firm, and ...
June 1, 2020
- May 2020
- Make Time For Your Values
Time is at a premium.
For most readers, the confluence of work from home, family time a ...
May 25, 2020
- On My Mind: One Way We're Going To Be Tested In The Months A ...
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
May 15, 2020
- Check Out Our New Coaching Program
It's laser focused coaching for insanely busy wholesalers!
Learn more at FocusFifteen.com ...
May 8, 2020
- On My Mind: When Untouchables Become Touchable - Nothing But ...
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
May 6, 2020
- Are You Listening To A Consensus Of One?
He stopped writing bi-weekly emails to his advisors.
Because he had a consensus of one ...
May 4, 2020
- Apr 2020
- Brand Loyalty Is Dead
He's the general manager of Hawaiian Market.
The topic was supply chain interruptions i ...
April 30, 2020
- On My Mind: Part Three - What Does The Path To “Normal” Whol ...
Like you, we're on the lookout for information that helps us better understand ...
April 27, 2020
- On My Mind: Part Two - What Does The Path To “Normal” Wholes ...
On 4/7/20 we asked our Sunday Night Email readers, "What are you thinking?"
Specifi ...
April 24, 2020
- In 2020 BC
We joyfully rode a 10+ year expansion.
In 2020 BC.
We sometimes confused brains for ...
April 23, 2020
- 7 Habits That Lead To Wholesaler Failure
We were asked:
"What bad routines and habits can hurt wholesalers the most?"
Lac ...
April 21, 2020
- On My Mind: Part One - What Does The Path To "Normal" Wholes ...
On 4/7/20 we asked our Sunday Night Email readers, "What are you thinking?"
Specificall ...
April 14, 2020
- 33 Technology Ideas Wholesalers Can Use to Improve Their Pra ...
In the 2020's, wholesalers who fail to embrace ALL of the technological opportunities avai ...
April 14, 2020
- Part Two: How To Prepare For Being Laid Off with Mike Brown ...
Be sure to listen to PART ONE HERE.
As the Covid-19 pandemic and the ranks of the unemp ...
April 13, 2020
- Three Muscles Great Wholesalers Are Strengthening
Maybe you've been here before.
Well, not exactly here (this is a once in a lifetime eve ...
April 13, 2020
- Part One: How To Prepare For Being Laid Off with Mike Brown ...
As the Covid-19 pandemic and the ranks of the unemployed, and soon to be laid off, continu ...
April 10, 2020
- Cut Through The Communication Clutter: Use LinkedIn To Leave ...
Getting your message through to an advisor client, a prospect or to a COI has always been ...
April 9, 2020
- One Lesson From The Covid-19 Wholesaler Trenches
Twenty Ask Me Anything calls (as of this writing).
Three weekly Covid-19 Wholesaler Gro ...
April 6, 2020
- It's Getting Harder and Harder To Get Your Message To Adviso ...
Not that it was ever easy.
But getting though the noise today is harder than ever.
...
April 1, 2020
- Mar 2020
- Great Wholesaling vs. Just OK Wholesaling: Wholesaler Tech T ...
In the 2020's, wholesalers who fail to embrace ALL of the technological opportunities avai ...
March 31, 2020
- One Great Idea Brought About By Covid-19
1982.
That's the year I bought my first 10 shares of KO - Coca Cola.
My advisor was ...
March 30, 2020
- Use Feedly To Manage The Covid-19 Information Tsunami
You want to to be of service to your financial advisors.
And sourcing solid content and ...
March 30, 2020
- One Thing That Separates Good Wholesalers From Great Wholesa ...
On a recent 15-minute Ask Me Anything call, a wholesaler asked me:
"What if everyone is ...
March 27, 2020
- On My Mind: Protecting Your Business During Covid-19: Wide M ...
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 24, 2020
- And The Wholesaler Award Goes To...
Sales conference season.
Chances are yours has occurred in the past 90 days.
At thes ...
March 24, 2020
- On My Mind: Information Overload and the Importance of What ...
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 18, 2020
- Data and a Wholesaler's Search for Deeper Advisor Relationsh ...
In the 2020's, wholesalers who fail to embrace ALL of the technological opportunities avai ...
March 17, 2020
- 14 Things To Do With Your Extra Office Time
Your weekly office day has now become your office month.
You have called all the client ...
March 16, 2020
- 10 Suggestions For Long(er) Term Work-From-Home Situations
Yes, you're used to having an office day.
And, occasionally, you may even take two in a ...
March 15, 2020
- The What, Why and How of Virtual Meetings in the Coronavirus ...
Travel restrictions are in place and in-person advisor/COI appointments are not be possibl ...
March 11, 2020
- What Keeps You Up At Night?
76 great advisor questions.
It's the most popular download in the history of our websit ...
March 10, 2020
- On My Mind: How Great Wholesalers Handle the Coronavirus Eve ...
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 5, 2020
- How To Use Salesforce For Profit (And Remove The Pain): Whol ...
In the 2020's, wholesalers who fail to embrace ALL of the technological opportunities avai ...
March 3, 2020
- Feb 2020
- Would You Choose 4 1/2 or 4 1/2?
I'm no spring chicken.
Not quite over the hill, but old enough to be able to reflect on ...
February 25, 2020
- How to Reduce Friction in Advisor Appointments: Wholesaler T ...
In the 2020's, wholesalers who fail to embrace ALL of the technological opportunities avai ...
February 18, 2020
- How Great Wholesalers Leave Great Impressions on Home Office ...
Home office visitors present a unique opportunity.
While in your region they will obser ...
February 11, 2020
- Monsters Of Your Mind
It was about 15 years ago.
While still at my former employer, I was starting to mentall ...
February 11, 2020
- Banned From An Advisor's Office
Dumbfounded and disappointed.
As I listened to the Barron's Top 100 Advisor tell me the ...
February 4, 2020
- Jan 2020
- I'll Be Brief
156 years ago.
That's when one of the world's finest speeches was spoken.
It was ...
January 28, 2020
- The Divisional Arsonist
You've heard him before.
She's on your weekly sales calls.
He's in your divisional a ...
January 21, 2020
- 10 Great Wholesaling Ideas In Under 20 Minutes - Call Replay
This call was originally recorded in July of 2009.
It was designed as a complimentary i ...
January 15, 2020
- One Great Wholesaler Hack
8 out of 10 wholesalers.
Over our last decade of coaching, that's the number of clients ...
January 14, 2020
- UPDATED: Most Important Areas For Wholesaler Improvement (Hi ...
"It's like déjà vu all over again." ~ Yogi Berra
That's what it feels like to read the ...
January 9, 2020
- Since You Asked: These Are The Podcasts We Are Listening To
From time to time we are asked what podcasts are in our feed.
The short answer is, MANY ...
January 7, 2020
- Dec 2019
- 81 Ways To Make Next Year Your Career Year
Based on over 12 years of coaching and live presentations we have done with our wholesaler ...
December 15, 2019
- Good Question, Glad You Asked #7 - Part Two: Top Priorities ...
Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questio ...
December 10, 2019
- Good Question, Glad You Asked #7 - Part One: Top Priorities ...
Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questio ...
December 10, 2019
- Good Question, Glad You Asked #6: How Does A Wholesaler Best ...
Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questio ...
December 3, 2019
- Nov 2019
- The Wholesaler Who Lost Her Focus
She was a private coaching client.
And she lamented that she was getting confused.
O ...
November 29, 2019
- Good Question, Glad You Asked #5: After A Group Meeting, How ...
Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questio ...
November 26, 2019
- 4 Valuable Insights Offered By Millionaire Wholesalers
Over 10 years.
That's how long we've been churning out content at Wholesaler Mastermind ...
November 21, 2019
- Good Question, Glad You Asked #4: How Do You Use Your MQ-Mem ...
Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questio ...
November 19, 2019
- Good Question, Glad You Asked #3: How Do You Take A More Con ...
Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questio ...
November 12, 2019
- Your Territory On Autopilot
The external has a great team.
An internal partner who adds value to the region.
An ...
November 7, 2019
- Good Question, Glad You Asked #2: How Do You Make This Job L ...
Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questio ...
November 5, 2019
- Oct 2019
- Four Words Wholesalers Should Not Utter
Rationalization.
As humans, we're experts in the art of it.
As wholesalers, we might ...
October 31, 2019
- Good Question, Glad You Asked #1: How Has Wholesaling Change ...
Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questio ...
October 29, 2019
- How To Go From Zero To Hero
$1,739,233.
That was the first months' production in the new territory.
Smack dab at ...
October 24, 2019
- On My Mind: How to Successfully Share an Internal Partner
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
October 22, 2019
- On My Mind: Great Wholesalers Are Planning Now For The Year ...
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
October 15, 2019
- A Wholesaler's Honeypot Paradox
The client was concerned that their market share in a particular city was not up to the nu ...
October 11, 2019
- 51 Posts Every External Wholesaler Needs To Read
You really have grabbed the golden ring.
Done properly, your role as an external wholes ...
October 7, 2019
- Lessons From Leaders #10: Interview with Sue Thompson, Execu ...
How do our most senior leaders, and those that offer them consultation, feel about the dir ...
October 1, 2019
- Sep 2019
- How To Search Wholesaler Masterminds For Any Topic
After 10 years, we've got over 600 posts on this site!
Sometimes even we have trouble r ...
September 19, 2019
- Successfully Navigating Change with Dr. Ron Rembisz
What's changed in your wholesaling world recently?
Your territory?
Channel?
C ...
September 17, 2019
- Wholesaler Relationship Trouble
“I pride myself on great relationships.”
It’s a hallmark of wholesaling.
It’s a reas ...
September 16, 2019
- Millionaire Wholesaler Best Practice: The Wholesaler Activit ...
He swore by his use of checklists.
They helped him stay honest regarding the activities ...
September 13, 2019
- When Is Your Wholesaling Day Done?
It's a battle we all fight.
Trying to find the place in a day where we say, "done".
...
September 9, 2019
- Sea of Sameness Wholesaling
It's a dog eat dog career.
Your best client is the next wholesaler's best prospect.
...
September 2, 2019
- Aug 2019
- Are You Enjoying The Wholesaling Ride?
Old home week.
That’s what it felt like as I traveled back to Orange County to spea ...
August 26, 2019
- No Excuse For This Excuse
The company's founder was one of Fortune's 30 Under 30.
Their website was gorgeous.
...
August 19, 2019
- Jul 2019
- How Can Wholesalers Ask More Meaningful Questions?
Riddle me this:
What do onions and probing questions have in common?
And no, it's no ...
July 30, 2019
- Your Canary in the Coal Mine?
In poker it's called a tell.
The behavior that gives away the strength or weakness of y ...
July 22, 2019
- 10 Things I've Learned About Wholesalers and Wholesaling In ...
Warning: you may not agree with (or even like) what I'm about to say.
Wholesaler Master ...
July 2, 2019
- Jun 2019
- Wholesaler Success: What People See Versus What They Don't S ...
Yes, wholesaling is one of the greatest gigs ever created.
Travel to amazing locales.
...
June 20, 2019
- New Mapping Feature Means Better Rotations
While working with a coaching client on their rotations, we found a new feature in BatchGe ...
June 10, 2019
- Want To Be An Indispensable Wholesaler?
This almost started as a rant.
A detailed regurgitation of two simply terrible service ...
June 10, 2019
- Wholesaling's Most Abrasive Noise
Insidious self doubt.
Ill advised second guessing.
Factually incorrect assumptions.
...
June 5, 2019
- May 2019
- How to Use Snail Mail More Effectively and Build Better Pres ...
Clearly differentiated.
Distinctly separated from the roiling Sea of Sameness.
What ...
May 28, 2019
- On My Mind: You Versus 183 Other Wholesalers
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
May 24, 2019
- Video: How To Create Your PVP-Peerless Value Proposition®
A client recorded some in-house videos after a training we did at their offices.
Here's ...
May 22, 2019
- Are You Tuned In?
As a reader of Wholesaler Masterminds® (thank you!), you know that we have a ton of conten ...
May 17, 2019
- In Memory Of A Memorable Wholesaler
36 years of wholesaling.
Longer than most of us can contemplate slugging out the da ...
May 16, 2019
- The Legend of 9D: An Act of Uncommon Kindness
One of the perks of having dedicated 1.5 million miles to United Airlines is the ability t ...
May 9, 2019
- A Sign From Above
100 miles per hour.
That's the speed at which most wholesalers run daily.
And I was ...
May 6, 2019
- On My Mind: Your Strategic Wholesaling Advantage
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
May 3, 2019
- One Simple Way To Be The Most Memorable Wholesaler Or Leader
Time for an upscale mini vacation.
That was my thought as I scoured through the Forbes ...
May 2, 2019
- Apr 2019
- On My Mind: Do You Understand Your Advisor's Algorithm?
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
April 24, 2019
- Lessons From Leaders #9: Successfully Moving Your Distributi ...
Are you looking to move up the corporate ladder?
Curious about the skills, traits, and ...
April 23, 2019
- On My Mind - Validation Not Required: Building Your Memorabi ...
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
April 16, 2019
- On My Mind: What's Next?
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
April 4, 2019
- Mar 2019
- On My Mind: Are You Asking For The Business?
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 29, 2019
- On My Mind: The Unappreciative Leader
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 22, 2019
- On My Mind: To Office Day or Not To Office Day?
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 21, 2019
- On My Mind: The Injurious Sales Cycle?
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 18, 2019
- On My Mind: The Internal Who's Itching to Get Out
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 12, 2019
- On My Mind: Quantity of Appointments vs Quality of Appointme ...
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 11, 2019
- On My Mind: What Rocks Are You Carrying Around?
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 8, 2019
- On My Mind: Making A Difference
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 7, 2019
- Use Your iPhone To Stay More Focused In Advisor Meetings
You're in an appointment.
You forgot to silence your phone.
And your briefcase or po ...
March 6, 2019
- Survey Results: What Motivates You To Be A High Performing W ...
It started with our Sunday Night Email.
And the concepts of extrinsic and intrinsic mot ...
March 5, 2019
- Feb 2019
- What's Your Motivation?
Understanding the emotional drive of a character.
It's central to an actor's performanc ...
February 25, 2019
- 5 Timeless Speaking Tips
The national sales conference.
99% of wholesalers have attended/will attend theirs betw ...
February 11, 2019
- One Wholesaler's Innovative Approach to Getting Email Opened ...
We're cynical about email.
Like you, we get a ton of it (and send our own each week) an ...
February 5, 2019
- Jan 2019
- Your Wholesaling Reality Check
Yes, the job is demanding.
Yes, the job is stressful.
Yes, it's a job that is unpara ...
January 28, 2019
- You're Not Lucky
She had a record sales month.
She said, "I just got lucky."
He got the elephant ad ...
January 28, 2019
- Please Increase Your MQ-Memorability Quotient®. Thank You.
We always say that the bar to increasing your MQ-Memorability Quotient® is set fairly low. ...
January 25, 2019
- Q: How Many Contacts Are Required Before Your Prospect Write ...
A: Likely a LOT more than you thought.
In December, Ignites Research released a report ...
January 8, 2019
- 83 Ways to Make 2019 Your Career Year
How was your 2018?
Was it your Career Year?
What are your Career Year prospects for ...
January 6, 2019
- Dec 2018
- Improve Your Wholesaling Performance 1% At A Time
Dave Brailsford is a legend.
Specifically, Sir Dave Brailsford is a legend of British c ...
December 21, 2018
- Nov 2018
- Word of Mouth Marketing (and Why The Same is Lame) with Jay ...
We ask all the time: What's your MQ: Memorability Quotient®?
If you're not sure, or you ...
November 27, 2018
- Oct 2018
- Lessons From Leaders #8: The Death of a Wholesaler - How to ...
Will emerging technologies, passive investing and fee compression kill the wholesaler?
...
October 30, 2018
- For Divisional Managers: Part Two - Create a More Effective ...
As a manager, what do you hope to experience when you ride with a wholesaler?
Better qu ...
October 29, 2018
- The Curious Wholesaler
Smart folks.
We work in a sector that is filled with super smart folks.
Many have ...
October 25, 2018
- Three Step Wholesaler Cleanse
Caffeine withdrawals.
Seems that an old friend was experiencing them after going throu ...
October 18, 2018
- Your Ocean of Rejection
You already know about The Sea of Sameness.
It's that body of water that will swallow ...
October 11, 2018
- Lessons From Leaders #7: Interview with Kevin McGarry, Natio ...
How do our most senior leaders, and those that offer them consultation, feel about the dir ...
October 9, 2018
- It. Just. Is.
100+ years.
That's the collective years of wholesaling wisdom represented at a very sma ...
October 4, 2018
- Sep 2018
- Wholesaler Struck By Lightning
Have you been hit?
By the Morningstar Gold/5-Star/Lipper Leader fund that kills the com ...
September 27, 2018
- Lessons From Leaders #6: Interview with Chad Mueller at CUNA ...
How do our most senior leaders, and those that offer them consultation, feel about the dir ...
September 25, 2018
- We Need To Make A Change
Highs and lows.
Our careers are full of them.
Sometimes, whether we believe it's des ...
September 20, 2018
- The Wholesaling Marathon
Valuable lessons.
We've all learned them.
Back at the beginning of my wholesaling ca ...
September 13, 2018
- Lessons From Leaders #5: Interview with Jeff Carlin, CFA at ...
How do our most senior leaders, and those that offer them consultation, feel about the dir ...
September 11, 2018
- Big Brother's Watching
2009.
That's the year the company began watching.
The unprecedented oversight includ ...
September 6, 2018
- Aug 2018
- It's My Fault
Spotty sales.
Lack of appointments.
Advisors not returning my calls.
Home off ...
August 28, 2018
- Lessons From Leaders #4: Interview with Anne Steer, Congress ...
How do our most senior leaders, and those that offer them consultation, feel about the dir ...
August 21, 2018
- How Many Times Should I Attempt To Schedule An Advisor Befor ...
They are blinking brightly on your radar.
You are certain that you have solutions that ...
August 16, 2018
- The Thinker
The President of the distributor had an announcement to make.
"I've decided to reorgani ...
August 9, 2018
- Pay Yourself First
An artist in concrete.
Best in the county.
These are but two of the accolades heaped ...
August 2, 2018
- Jul 2018
- 12 Skills You'll Need To Hone For The Next Decade Of Wholesa ...
Speak to any wholesaler that started their career 15-20+ years ago and you'll hear a simil ...
July 27, 2018
- Do Your Advisors Feel FOMO?
Call them VCs or Angel investors.
They're folks that listen to endless pitches from wid ...
July 26, 2018
- Hold Me Closer Tony Danza
Ever see a service or product and think,
"Why didn't I think of that?"
One example of th ...
July 19, 2018
- Lessons From Leaders #3: How Wholesalers Thrive in the Futur ...
How do our most senior leaders, and those that offer them consultation, feel about the dir ...
July 17, 2018
- Wholesaler Masterminds Radio Pod Pack #3: Wholesaler Self Im ...
At Wholesaler Masterminds® Radio we focus on bringing you guests that assist you with impr ...
July 10, 2018
- Two Proven Ways to Become a Better Listener
Listening is hard to do.
Especially when your itching to sell sell something.
Try on ...
July 9, 2018
- Wholesaler Masterminds Radio Pod Pack #2: Winning and Solidi ...
At Wholesaler Masterminds® Radio we focus on bringing you guests that assist you with impr ...
July 3, 2018
- Are You The Real Thing?
Quiz time.
Q: What's the most recognized word in the world?
A: Okay
Q: What's ...
July 2, 2018
- Jun 2018
- The One Thing Killing Your Wholesaling Productivity
It's a complicated job.
Filled with everyday distractions .
So why make it more so?
...
June 28, 2018
- Lessons From Leaders #2: Interview with Jim Jessee, MFS
How do our most senior leaders, and those that offer them consultation, feel about the dir ...
June 26, 2018
- Be a Wholesaling Hero
100 years worth of amazing lessons.
That's what it feels like after nearly 10 years in ...
June 25, 2018
- RESULTS: One Question Survey - Wholesaler Thank You Calls
After hearing a most curious comment from a coaching client about thank you calls, we need ...
June 22, 2018
- Lessons From Leaders #1: Interview with John Moninger at Eat ...
How do our most senior leaders, and those that offer them consultation, feel about the dir ...
June 19, 2018
- One Question Survey: Wholesaler Thank You Calls
From time to time we get asked about thank you calls.
Plus, we had a most interesting d ...
June 15, 2018
- One Simple (But Not Easy) Way Wholesalers Increase Their MQ- ...
The bar is really set quite low.
These days even basic business protocols can earn you ...
June 14, 2018
- A Very Good Question
The question came at the end of a fantastic wholesaler training session in Charleston, SC. ...
June 13, 2018
- Wholesaler Masterminds Radio Pod Pack #1: Industry Education ...
At Wholesaler Masterminds® Radio we focus on bringing you guests that assist you with impr ...
June 12, 2018
- One Mistake Wholesalers Should Never Make
It was 5:30 PM and I was driving the 405 south through Orange County.
The phone rings a ...
June 7, 2018
- May 2018
- The Wisdom of Our Elders is Not Always Right with Nadine Kel ...
Talk about a small world.
Our wholesaling universe is just that.
But have you fallen ...
May 29, 2018
- Wholesaling In The Experience Economy with Dennis Moseley-Wi ...
Is The Sea of Sameness swallowing you up?
Are you establishing clear and identifiable p ...
May 22, 2018
- Success At What Cost? with Angela Gaffney
It happens every single day.
Wholesalers sacrifice their health in the name of success. ...
May 15, 2018
- Thinking About Moving From Wholesaling Into Sales Management ...
Seems like a natural enough stepping stone.
The successful wholesaler migrates from car ...
May 14, 2018
- Are You Bullish or Bearish on Wholesaling?
There's been much written about our demise.
And, depending on your point of view, you m ...
May 9, 2018
- Becoming Reliably and Consistently More Memorable with Jeff ...
The Sea of Sameness.
Your job (and ours) is to stay the hell out of it.
But how can ...
May 8, 2018
- Becoming an Influential Wholesaler with Bob Burg
We live in most contentious times.
Times when opposing points of view erupt into animus ...
May 1, 2018
- Apr 2018
- The Most Powerful Way to Understand and Communicate with Adv ...
Product knowledge? Check.
Ready to add value? Check.
Effectively communicate your me ...
April 24, 2018
- Never Let Them See You Sweat with Marc Vahanian
Never let them see you sweat.
It's one of the hallmarks of a great wholesaler.
How a ...
April 10, 2018
- Advisors Don't Care How You Feel with Steve Gutzler
You're having an off day, or worse, an off week.
And you'd really like to vent your spl ...
April 3, 2018
- Mar 2018
- Creating a Mindset for Greatness with Sean Swarner
If you are like most humans in our world you stress over things like:
-too few appointm ...
March 27, 2018
- 57 Things I’d Tell My 31 Year Old Wholesaler Self
I’m no spring chicken.
While not quite over the hill, I can sometimes see the top of it ...
March 23, 2018
- Becoming an Irreplaceable Wholesaler with Penny Phillips
Your advisor clients and prospects are deluged with information.
Worse, it is informati ...
March 20, 2018
- Be Bold, Be Brief and Be Gone with Jimmy Pomerance
How clear is it, to both clients and prospects, what's going to happen after you leave?
...
March 13, 2018
- The Future of Wholesaling Looks Bleak
The signs are right in front of us.
And they have been for a very long time.
So why ...
March 9, 2018
- How One Firm Successfully Engaged a Former LinkedIn Insider ...
Yes, we've covered LinkedIn here before - and never like this.
What happens when you ta ...
March 6, 2018
- Feb 2018
- Decisions, Money and Emotions: Gaining a Better Understandin ...
70% of an advisor's new clients are in the middle of a major life change.
70%!
How d ...
February 27, 2018
- There’s Pain in Your “But”
Don't excuses really tick you off?
They get us fairly bothered.
And the world today ...
February 26, 2018
- For Divisional Managers (Part One): Create a More Effective ...
Have you seen our post Sushi, Sake, See Ya!?
It's the true story of an almost great man ...
February 20, 2018
- How to Easily Remember and Recall Advisors Names with Memory ...
It happens all the time.
You see an advisor, COI or staff member out of their office el ...
February 20, 2018
- Should I Stay or Should I Go? An Internal Wholesaler's Dilem ...
We received a GREAT question today. While we certainly have thoughts on it, we turned to L ...
February 15, 2018
- Wholesalers, Do You Know the Rules of Highly Effective Netwo ...
You touch a ton of advisors , COIs and fellow industry professionals.
You see them in e ...
February 13, 2018
- Winning Your Wholesaling Career (Not Simply Enduring It) wit ...
Did you choose wholesaling?
Or did wholesaling choose you?
Are you an accidental who ...
February 6, 2018
- Custom Wholesaler Training and Development Videos by Wholesa ...
If your firm is looking for video content to make your learning management system (e.g. Al ...
February 2, 2018
- Jan 2018
- Throw Away Your Annual Business Plan with Brian Moran
The annual business plan.
Insightful, productive work for some.
Management mandated ...
January 23, 2018
- Creating an Influential Advisor Encounter with Michael Hoffm ...
It seems almost magical.
When you experience a service or sales encounter that justs hi ...
January 16, 2018
- Converting Simple Connections to Meaningful Relationships on ...
"Can you evaluate my LinkedIn profile?"
It's a question we get from time to to time her ...
January 9, 2018
- Dec 2017
- The Impact of Change on Distribution and Wholesaling with St ...
Wholesalers hate change, after all we're only human.
But change, and a bunch of it, con ...
December 12, 2017
- Become a Crazy Good Speaker! with Deirdre Van Nest
Most wholesalers think they have great speaking skill.
Some do.
And many could benef ...
December 5, 2017
- Nov 2017
- Breaking The Golden Rule
Maybe it's the season.
The crazy busyness brought on by folks doubling down on activity ...
November 30, 2017
- Death by Referrals with Kirk Lowe
Referrals can be the life's blood of a practice.
They can also be the advisors achilles ...
November 28, 2017
- Defending the Honor of Wholesaling
Do you remember Dudley Do-Right?
A cartoon character from the 1960's, he was the dim-wi ...
November 27, 2017
- How Can Wholesalers More Effectively Cope With Stress? with ...
For all the upside, our jobs as wholesalers come with some downsides.
Long hours.
Ar ...
November 21, 2017
- What's Next? Your Life After Wholesaling with Calvin Wayman
Are you a wholesaling lifer?
Or do you have other plans for your career (and your life) ...
November 14, 2017
- First Call Wholesaling aka The Snapple Factor
They call it the Snapple Factor.
The credit union executive spoke about a service conce ...
November 7, 2017
- RIA Wholesaling Best Practices with Dennis Gallant
Total assets under management with RIAs is hard to pinpoint.
But all can agree it is su ...
November 7, 2017
- Oct 2017
- What To Do When There's Too Much To Do with Matt Johnson
Calls need to be returned.
Appointments need to be scheduled.
Follow-up contacts nee ...
October 31, 2017
- The Secrets of Million Dollar Sellers with Steven Harvill
100 top producers interviewed.
1,750 stories explored.
A ton of insights uncovered.
...
October 24, 2017
- Pick Up The Damn Phone! with Paul Neuberger
Study after study tells us that:
- Advisors would rather schedule wholesaler appointmen ...
October 10, 2017
- Wholesaler Follow-up Process: Part Art and Part Science with ...
In our recent 2017 State of Wholesaling Survey we asked:
What areas of improvement woul ...
October 3, 2017
- Sep 2017
- If It Walks Like A Duck
You know the glamour of travel.
Especially when traveling by taxi in any metropolitan c ...
September 29, 2017
- There's Everything Funny About Wholesaling with Karyn Buxman
How can you strengthen your advisor relationships?
And build trust?
And separate you ...
September 26, 2017
- 54% of Wholesalers See Significant Impact on Future Income: ...
Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Cana ...
September 22, 2017
- Generational Wealth Transfer: Your Advisor’s $30 Trillion Op ...
UPDATE: This show, and the article that accompanies it, have taken on new meaning, as we a ...
September 19, 2017
- You Might Be The Best, But You Can Still Be Better with Mark ...
Maybe you're at the top of your wholesaling game and lined up for another Career Year.
...
September 12, 2017
- 70% of RIAs Are Not Influenced by Wholesalers and 46.7% Reac ...
That was the startling headline we recently read.
The statements were derived from a st ...
September 11, 2017
- Aug 2017
- Death By Daily Sales
Alarm sounds.
Eyes open.
Grab phone.
Check daily sales.
This ritual, that ...
August 30, 2017
- Wholesalers Believe Big Data and Technology Having Significa ...
Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Cana ...
August 25, 2017
- The Effect of the Aging US and Canadian Advisor Population: ...
Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Cana ...
August 17, 2017
- The Impact of DOL and CRM2 Significant For Most Wholesalers: ...
Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Cana ...
August 9, 2017
- Jul 2017
- 7 Proven Suggestions to Make Your Advisor Voicemail Messages ...
Reaching an advisor for a live phone conversation today is daunting.
In many (most?) ca ...
July 26, 2017
- Wholesalers and High Concepts
Quick.
Describe the essence of what you do for advisors in a short sentence.
Make it ...
July 24, 2017
- Sales Trap: Chasing One Hit Wonders
As I built my book of producers for OppenheimerFunds, I was tenacious and persistent.
T ...
July 17, 2017
- It. Just. Is. - Your Futile Search for the Cure to Your To D ...
100+ years.
That's the collective years of wholesaling wisdom represented at a recent, ...
July 10, 2017
- Just a Wholesaler?
Three hours that go by in the blink of an eye.
That was the sensation I had when I sat ...
July 6, 2017
- Jun 2017
- Creative Advisor Relationship Acquisition and Development St ...
Depending on what you read or who you follow, the fate of the wholesaler is perilous.
W ...
June 30, 2017
- Parkinson's Law and the Importance of Time Blocking Your Cal ...
The elusiveness of time.
Such as opening email first thing on an office day.
And two ...
June 26, 2017
- 8 Core Sales Beliefs of Truly Great Wholesalers with Tony Hu ...
What are your core sales beliefs?
How do your beliefs align with those in other industr ...
June 20, 2017
- Great Wholesalers Know How to Unlock Their Creative Mind wit ...
We hear it frequently.
The coaching client says, "But I'm just not creative".
Yet yo ...
June 13, 2017
- Yes, Great Wholesalers No
Wholesalers hate the word.
Yet, it's a word you should learn to love.
It empower ...
June 7, 2017
- The Evolution of Wholesaling: The Rise of the Consultant Sel ...
The distribution community is no stranger to change.
Yet the winds of change are blowin ...
June 6, 2017
- May 2017
- Great Wholesalers Give More in Value Than They Receive with ...
"Money is an echo of value."
This quote rings loud and true for great wholesalers - and ...
May 30, 2017
- 2020 UPDATE: This One Chart Should Scare The Crap Out Of Yo ...
Brand new data.
Same old story?
It sure feels that way when we look at still ano ...
May 10, 2017
- The Next Crisis Is Always Lurking, Are You Prepared? with Me ...
It's bound to happen at some point.
Your superstar PM abruptly resigns.
Your firm's ...
May 9, 2017
- Four Things Wholesalers Can Do Today To Survive The Next Rec ...
Whoa - what a ride it's been.
Since the market bottom on March 9, 2009, the S&P 500 ...
May 2, 2017
- How to Successfully Partner with Corner Office Advisors with ...
Big game hunting.
In our world it's the 'corner office' advisor, the object of every wh ...
May 2, 2017
- Apr 2017
- Five Star Service and Attention to Detail: The Benefits to Y ...
See the image of the iPhone lightning cable?
It tells a remarkable service story.
On ...
April 25, 2017
- Is Grit a Wholesaler's Most Important Attribute? with Dr. Er ...
You may have a tremendous education.
You may be a whiz kid when it comes to your produc ...
April 18, 2017
- Six Strategies Wholesaler Use to Vastly Improve Their Connec ...
Is it just us or are you also experiencing the evolution?
The migration from wholesaler ...
April 11, 2017
- Confidence and Courage: Improve Your Practice (and Change Yo ...
It doesn't matter how long you have been wholesaling.
Nor how much money you make.
T ...
April 4, 2017
- Mar 2017
- LinkedIn Sales Navigator: Why it's a Must Have Tool for Whol ...
LinkedIn is undergoing a massive overhaul.
Which means the free access you've enjoyed f ...
March 28, 2017
- Become a Better Networker in Four Simple Steps with Joe Swee ...
How well do you network?
Do you build reciprocal relationships that last years, perhaps ...
March 21, 2017
- A Whole Lot More Than 24 Great Ideas Wholesalers Use to be M ...
The first 24 ideas post was written in 2009. The ideas were borne out of Wholesaler Master ...
March 17, 2017
- We're Our Own Worst Enemy: The Danger of What Goes on Betwee ...
Often the loudest voice is the one that can't be heard by others.
It's the voice that n ...
March 14, 2017
- Storytelling: The Wholesaler’s Secret Weapon with Rob Salafi ...
It's as old as humankind.
It's a proven way to get your message heard and understood.
...
March 7, 2017
- Unavoidable Truth: You Need to Get Your Teeth Kicked In
During my years at OppenheimerFunds, I spent a ton of time training future bank platform r ...
March 3, 2017
- These 10 Ideas Will Make Your Next Conference or Roadshow Fa ...
Roadshows and conference speaking opportunities are not a new ideas.
But there are new ...
March 2, 2017
- Feb 2017
- A COI Speaks: If You Don’t Differentiate, You Don’t Resonate ...
Always a rare opportunity.
To be able to speak to current and former senior leaders of ...
February 28, 2017
- Wholesalers, Are You on the Ethical High Road? with Frank C. ...
Our business has many a slippery slope.
Every day wholesalers are confronted with ethic ...
February 21, 2017
- One iPhone Hack That Will Save You a Ton of Time
Every day you craft emails that are repetitive.
And, if you are like many wholesalers, ...
February 15, 2017
- Advisors Speak: The 9 Most Effective Ways Wholesalers Work W ...
Assembled at a Money Management Institute event in NYC (for which we provided the opening ...
February 14, 2017
- What Do The First 7 Seconds Say About You? with Sylvie Di Gi ...
One…two…three…four….five…six…seven.
It only takes 7 seconds for a person to form an impre ...
February 14, 2017
- A Wholesaler's Unfair Advantage
Call them VCs or Angel investors.
They're folks that listen to endless pitches from wid ...
February 13, 2017
- Any Wholesaler Can Do Anything with Kyle Maynard
Speed bumps.
Road blocks.
Barriers to success.
Call them what you will - thes ...
February 7, 2017
- Jan 2017
- A Barron's Top 100 Advisor Speaks About Wholesalers with Eri ...
They are the holy grail of most wholesaler's practices.
The Barron's Top 100 advisor.
...
January 31, 2017
- Are You Hiding Behind Busy?
You drove 300 miles this week.
You saw 24 advisors.
You made 43 outbound calls.
...
January 27, 2017
- One Awesome Sales Idea
You know Ben, right?
Benjamin Franklin that is.
In 1758 he published a book call ...
January 26, 2017
- The Convergence of Health Care and Financial Planning with P ...
The topic of Social Security distribution planning has been a hot topic for advisors and w ...
January 24, 2017
- Daily Habits of Highly Profitable Wholesalers with Laura Sta ...
One of the top three areas of improvement we consistently hear wholesalers need is product ...
January 17, 2017
- Developing the Mindset of a Champion Wholesaler with Dr. Jac ...
That little voice.
It nags all of us from time to time.
It could be the voice uncert ...
January 10, 2017
- Perfecting the Partnership: The Keys to a Wildly Successful ...
Download our NEW Success Guide:
Perfecting the Partnership:
The Keys to a Wildly Succes ...
January 9, 2017
- Dec 2016
- Great Wholesalers Dare To Be Bold with Kathleen Wood
In a time of great industry change, B.O.L.D. wholesalers and their leaders will excel.
...
December 20, 2016
- 61 Ways to Kill It in 2017
Reflect and recharge.
Two reasons why we love this time of year.
Looking back at you ...
December 19, 2016
- 5 Rules for Wholesaler Gifting: Staying Out of the Trinket a ...
Think about the last five trinket/gift items you gave advisors.
The faux high-end pen?
...
December 13, 2016
- Gumby, Pokey and the Wholesaling Sea of Sameness
You can choose to do things as you always have and email/voicemail into the huge echo cham ...
December 9, 2016
- How Can Wholesalers Deepen Their Advisor Relationships? with ...
What's the wholesaler formula for success?
In our writing and speaking we have identifi ...
December 6, 2016
- Nov 2016
- Why Do a Few Highly Successful Wholesalers Consistently Outp ...
A 'no' is not a failure. It's information.
The ability to think on your feet is no excu ...
November 29, 2016
- Giving Until It Hurts? 3 Things to Expect From Your COIs
Ever wonder what you should seek in return for the investment you have made in COIs?
Yo ...
November 21, 2016
- How Can Wholesalers, Advisors and Their Clients Be More Cybe ...
If the Kremlin can hack a political party, what's to stop your accounts from being accesse ...
November 15, 2016
- DOL Fiduciary Rule Update #2: Unintended Consequences and th ...
At Wholesaler Masterminds we are committed to bringing you additional information about DO ...
November 14, 2016
- Client Service Models for Wholesalers and Their Advisors wit ...
How many active sellers do you serve?
200? 500? 800?
How do you decide how much "lov ...
November 8, 2016
- 3 Ways Wholesalers Make a Difference in the Lives of Their C ...
We have chosen to work in (and be amply rewarded by) a highly competitive, often cutthroat ...
November 1, 2016
- Oct 2016
- How to Search and Subscribe Through the iPhone Podcasts App ...
We love podcasts and podcasting.
And maybe you're listening to The New Wholesaler Maste ...
October 27, 2016
- The Myth of Wholesaler Work Life Balance with Chris Johnson
True story.
Once upon a time, a wholesaler was so hell bent on 'unplugging' from all th ...
October 25, 2016
- Wholesalers, Want to Flourish in the Future? It’s Time to Ch ...
There is nothing permanent except change. ~Heraclitus
DOL equals change.
Money marke ...
October 18, 2016
- DOL Fiduciary Rule Update #1: The Implications for Wholesale ...
Regardless of who you talk to, wholesalers and their leaders agree: the DOL Fiduciary Rule ...
October 14, 2016
- Why Don't Wholesalers Ask For More Referrals? Our interview ...
We all talk a good game.
We get in our heads that we should ask for referrals, study a ...
October 11, 2016
- How to Have the Most Productive Relationship with Your Sched ...
What are some of the keys to a most productive relationship between a wholesaler and their ...
October 6, 2016
- The Secret to Being Heard Above the Herd of Wholesalers with ...
You get paid to influence.
Influence advisors to present your firm's product versus the ...
October 4, 2016
- Sep 2016
- Five Ways to Become a More Conscious Capitalist with Kim Ann ...
It seems that weekly our financial services sector is the topic of another unsavory story. ...
September 27, 2016
- The Wholesaler Who Stopped Learning
It happened over lunch with Mike.
Seems his brother Jake sells commercial insurance.
...
September 26, 2016
- Never Be Average Wholesaling with Tim McCormick
Another suit.
In another office.
Carrying another briefcase.
Those were the w ...
September 20, 2016
- Sushi, Sake, See Ya! - A Lesson For Sales Leaders
If I was dying and granted a last meal, a juicy steak would be tempting, but I’m certain t ...
September 15, 2016
- 4 Key Elements to Delivering a Difficult Message with Steven ...
Your long-tenured PM is leaving the firm.
The rider that advisors have been selling the ...
September 13, 2016
- The Rewards of Thinking Big and Being Relentless with Jeffre ...
Kill the squirrel.
Clean your own bathroom.
No one is going to die.
These are ...
September 6, 2016
- Aug 2016
- Your COI Mindset: A Giving Hand Is Always Full with Bill Wal ...
COIs have the ability to exponentially increase your influence and your sales.
And we'v ...
August 30, 2016
- Know More To Sell More: The Importance of Advisor Recon with ...
How do you prepare for your advisor meetings?
For most wholesalers the checklist includ ...
August 23, 2016
- 10 Quotes and One Gift
Super selective and discerning.
That's our thought when we opt-in for any email subscri ...
August 22, 2016
- 7 Secrets of Power Entertaining with Eddie Osterland, MS
How many times this past month did you entertain an advisor or COI?
How many times was ...
August 16, 2016
- The Wholesaler's Jar of Life
As sent to us by an employee in 1999 and recently unearthed.
The internet cites a host ...
August 15, 2016
- Fess Up Wholesalers, Better LinkedIn Useage Belongs In Your ...
We started talking about the importance of properly using LinkedIn in your practice over f ...
August 9, 2016
- Proven Ways Wholesalers Increase Their Likeability Factor wi ...
How does a wholesaler best use their understanding of generational nuances and differences ...
August 2, 2016
- Jul 2016
- A Wholesaler's Personal Power: Understanding Nonverbal Commu ...
If you better understood the misconceptions regarding mirroring your prospect or client, h ...
July 26, 2016
- How to Create Advisor Clients for Life with Mike Sciortino
Mike Sciortino is founder and CEO of Gratitude Marketing™, a firm dedicated to sharing the ...
July 19, 2016
- 31 Things Your Toughest Wholesaling Competitor Won't Tell Yo ...
If not you then who?
Who is the best known, most memorable wholesaler in your territory ...
July 7, 2016
- Jun 2016
- Brexit Be Damned - 9 Things Wholesalers Can't Control and 15 ...
It's easy to get sucked into the calamity du jour and lose focus.
To that end we offer ...
June 24, 2016
- Advisor's Viewpoint: How to Successfully Manage Wholesaler R ...
This post from June 21, 2016 originally ran at Advisors Perspective and was written by Ter ...
June 21, 2016
- Wholesaler Believe It or Don't Stories
A few years ago we started a open forum for wholesalers to share stories that only fellow ...
June 17, 2016
- Trial Closing and Closing - NEW Podcast Shows - Wholesaler M ...
Big news.
We are launching a whole new series of podcast shows!
Similar to the o ...
June 15, 2016
- May 2016
- Fat and Happy Wholesaling
Strange beasts we are.
Both as humans and as wholesalers.
When the odds are stacked ...
May 31, 2016
- One Hidden Tweak To LinkedIn May Change Your World
Just not that useful.
That's the opinion we've always had about the homepage stream of ...
May 9, 2016
- Apr 2016
- Wholesalers Save A Ton Of Time And Manage Emails More Effici ...
If you read this post: Lightspeed Wholesaling – When Today’s Fast Is Tomorrow’s Slow, then ...
April 29, 2016
- Lightspeed Wholesaling - When Today's Fast Is Tomorrow's Slo ...
Are you the wholesaling reincarnation of the flightless, now extinct, DoDo Bird?
Remind ...
April 26, 2016
- 12 Most Read Posts Of The Last 12 Months
We geek out occasionally on the stats of our Wholesaler Masterminds® website to learn more ...
April 12, 2016
- 6 Ways Wholesalers Become Franchise Players
The days of the lone wolf wholesaler are dead.
That's right, the wholesalers that profe ...
April 7, 2016
- Mar 2016
- Good News! I Got Fired and I’m Leaving Wholesaling
The startling news was dropped during a Private Coaching call with “Hal” (not his real nam ...
March 30, 2016
- How Not to Burn Wholesaling Bridges ...
You’re screaming down and your caller id flashes an unfamiliar number.
After your next ...
March 29, 2016
- Feb 2016
- What Wholesaler Skills Are Most Important To Advisors?
In late 2015 Ignites Distribution Research released Beyond the Cliche of ‘Consultative’ Wh ...
February 23, 2016
- Internal Wholesalers Who Want to Become External Wholesalers ...
This question, or one quite like it, has been asked for as long as internal wholesalers ha ...
February 17, 2016
- In Markets Like These What You DON'T Say May Matter Most
This market is making advisors edgy.
So, you're armed with the latest commentary from y ...
February 12, 2016
- The Emotionally Incompetent Wholesaler
Would you rather have a long-tenured sales machine, void of empathy, or a new(er) wholesal ...
February 4, 2016
- Jan 2016
- 12 Ways Wholesalers Profitably Use Their PVP-Peerless Value ...
It’s a gimmick.
To some naysayers, our insistence that wholesalers have a wel ...
January 14, 2016
- Nov 2015
- Should Wholesalers Stop Making Thank You Calls?
This is a question we received from a Wholesaler Masterminds Coaching client recently. To ...
November 16, 2015
- Do You Get Dirty In Your Territory's Data?
When you consider how to run your territory, do you get 'dirty in the data'?
What we mean ...
November 3, 2015
- Your Territory Is Being Cut, Now What?
It's inevitable.
At some point in your wholesaling career, you will be faced with a ter ...
November 2, 2015
- Oct 2015
- 21 Ways Your Wholesaling Resolve Will Be Tested
Oh it's not all peaches and cream.
For all of the amazing reasons we choose to live thi ...
October 8, 2015
- 28 Reasons Why Wholesaling is the Greatest Job on Earth
Maybe you are still smitten by this life we call wholesaling.
Or maybe your commitment ...
October 6, 2015
- Sep 2015
- For Wholesalers with Three Years or Less of External Wholesa ...
Remember the start of your wholesaling journey?
If you're like so many wholesalers, soo ...
September 23, 2015
- The Dangerous Downside of Digital: Are Wholesalers Misusing ...
The technical term is sales enablement tool.
And in the dark ages of wholesaling a cutt ...
September 9, 2015
- Aug 2015
- What Makes a Great Day of Wholesaling?
Recently a Wholesaler Masterminds Coaching client asked us, “Based on your experience, and ...
August 12, 2015
- 21 Success Tips: How To Profit From Your Relationship With Y ...
The great news is that you have decided to add another vital part of the wholesaler succes ...
August 7, 2015
- Jul 2015
- Because Trial Closing Matters: 47 Trial Closes Wholesalers C ...
That thud you just heard was the sound of another advisor appointment ending.
The thud ...
July 13, 2015
- Jun 2015
- 14 Critical Wholesaler Strengths - How Do You Measure Up?
"How do I compare to other wholesalers?"
"Do my actions and behaviors place me in the ' ...
June 26, 2015
- Try These 8 Ways To Become More Productive
A recent post at A Life of Productivity offered 100 productivity hacks for time, energy an ...
June 8, 2015
- 10 Most Wanted Advisors List
The FBI has one.
So does your local police department.
Now Interpol has six FIFA exe ...
June 4, 2015
- May 2015
- A Wholesaler's Worst Kept Dirty Little Secret
It might be the worst kept dirty little secret of wholesaling.
Yes, you're supposed to ...
May 19, 2015
- Apr 2015
- Wholesalers Shouldn't Hide Their Financial Success - Kim Ann ...
The more you make the more disconnected you feel.
The cocktail party conversation at th ...
April 28, 2015
- The 5 Greatest Risks To A Wholesaler's Practice
For most wholesalers we speak to, business today ranges from pretty darn good to "I never ...
April 21, 2015
- Understanding The Wholesaler Brain - Scott Halford
Raise your hand of you don't spend too much time thinking about how your brain processes i ...
April 10, 2015
- More Than 200 Ideas To Improve Your Wholesaling Practice
On two recent coaching calls I asked clients if they were listeners of the Wholesaler Mast ...
April 9, 2015
- Mar 2015
- 14 Incredibly Useful Technology Posts For Productivity and E ...
Do you need to be a better 'student of the business'?
Feeling less than stellar about y ...
March 24, 2015
- 12 Must Read Posts For Internal Wholesalers
Some internals are just starting their careers in distribution, and chomping at the bit to ...
March 23, 2015
- Creating Wholesaler Distinction | The Lessons of Taxi Terry ...
If you're not careful you'll drown in the Sea of Sameness.
It's that nauseating, choppy ...
March 17, 2015
- 11 Topics You Need To Be Discussing With Your Internal Partn ...
Do you have weekly scheduled meetings with your internal partner?
If not, why not?
A ...
March 3, 2015
- Feb 2015
- Longer Hours Doesn't Equal Greater Success - Jason Womack
For Sale: a 25th hour in your day.
Exactly how much would you bid for a 60 minute extensi ...
February 24, 2015
- How to Seamlessly Import Files to Evernote From Your Compute ...
Organization is one of the essential keys to wholesaling success.
More and more we reco ...
February 16, 2015
- Is The Art of Wholesaling Dying? - Lee Kowarski
Great question that was posed to us recently.
"Is the art of wholesaling dying as firms ...
February 10, 2015
- Jan 2015
- Stay Better Organized by Using Checklists in Evernote
What are two things that separate the great wholesaler from the wholesaler bobbing in the ...
January 30, 2015
- Your Can't Lose Wholesaler Success Formula
What's the secret to a long and prosperous wholesaling career?
How do you develop a cha ...
January 26, 2015
- Why Wholesalers Should Never Fly Solo - Waldo Waldman
If we've heard it once we've heard it a thousand times.
The wholesaler that exclaims, " ...
January 23, 2015
- Great Wholesalers Do Not Collect Business Cards
Admit it.
Somewhere in your home office is 'the box'.
The one that contains all of t ...
January 7, 2015
- Should Wholesalers Procrastinate on Purpose? - Rory Vaden
What if all of the 'time management' tools that we use are simply the wrong approach?
W ...
January 7, 2015
- Nov 2014
- 3 Ways to Make Your Advisors (and You) More Referable - Bill ...
Most advisors do a completely horrific job asking for referrals.
And you, as their trus ...
November 18, 2014
- 8 Ways Advisors Know They’ve Partnered With the Right Wholes ...
From the Fall 2014 edition of The Wealth Channel Magazine, published by The American Colle ...
November 10, 2014
- A Wholesaler's Sacred Selling Hours
What's your prime time?
For most wholesalers the hours between 9 and 3 represent your b ...
November 8, 2014
- Gaining Commitments and Closing - Anthony Iannarino
You develop rapport with your advisor prospect.
You ask insightful questions.
You te ...
November 4, 2014
- Oct 2014
- A Night At The No-Name Motel
It was the early 1980's at a No-Name Motel somewhere between Modesto and Fresno in the ...
October 31, 2014
- A Better Way To Stay Organized During (And After) The Adviso ...
Sometimes old ideas become new again.
Like this one for using Advisor Data Sheets.
T ...
October 27, 2014
- Mentos, Diet Cokes and Creative Wholesaling - Steve Spangler
Do you create curiosity?
Do advisors look forward, with much anticipation, to your next ...
October 16, 2014
- Ants In The Wholesaler's Pants
A few years back, I picked-up a rental car at the airport in Birmingham, AL.
It was ...
October 9, 2014
- Tell Us Your Story of Tales From the Road
For the last 25 years that we've been in distribution we've seen and heard some absolutely ...
October 7, 2014
- Sep 2014
- One Reason Advisors May Not Be Buying What You're Selling
Are you a visual person?
If you are, and someone is simply speaking to you (without vis ...
September 28, 2014
- A Wholesaler's Fascination Advantage - Sally Hogshead
What makes you valuable to the advisors that you serve?
If you better understood what m ...
September 23, 2014
- 5 Myths Dispelled: Profitably Working with a Scheduler
Why do some wholesalers seem to have great success working with their scheduler and others ...
September 16, 2014
- 4 Things Wholesalers Shouldn't Ass-ume
There seems to be a recurring theme in our coaching practice.
Wholesalers that are assu ...
September 15, 2014
- A Wholesaler's Off Season - Walter Bond
Bigger
Stronger
Faster
That's what pro athletes work to become in their off seaso ...
September 9, 2014
- Wholesaling in the Shark Tank
A recent Wall Street Journal article offered 10 tips for making a winning pitch on "Shark ...
September 3, 2014
- Aug 2014
- Outsmart, Outlast and Outperform Your Competition with Mark ...
Playing 12 years in the National Basketball Association is no small feat.
Being recogni ...
August 22, 2014
- Are Your Advisor Appointments Diagnostic or Prescriptive?
Show up and throw up.
The product puke.
Call it what you will, it is one of the wors ...
August 19, 2014
- Become Better at Drafting on Influentials
Wholesalers are thought of (and often think of themselves) as lone wolves.
They have a ...
August 13, 2014
- 10 Ways to Ignite the Fuse With a Top Prospect
Every wholesaler has had this dilemma:
“Rick” is a great prospect.
He writes a terri ...
August 7, 2014
- A Wholesaler's Shift From Bland To Brilliant - Simon T. Bail ...
Who has the steering wheel in your practice?
Does the region run you?
What about the ...
August 6, 2014
- Jul 2014
- Create Bigger Producers Through Bigger Relationships - Jim C ...
What if your T&E was not the path to building better relationships with the advisors t ...
July 21, 2014
- 10 Daily Keys To Wholesaler Success
Process and branding - the two things that we here at Wholesaler Masterminds know make a t ...
July 1, 2014
- Jun 2014
- 5 Tips For Delivering Epic Presentations - Jane Atkinson
Your presentation skills may not be as great as you think they are.
That's one lesson w ...
June 26, 2014
- The Results: Wholesaler Praise
We are glad to report that wholesalers are feeling fairly good about the praise they recei ...
June 24, 2014
- How To Move Advisors From Being Interested To Producing
Why is it that charities like to send us pre addressed labels for free?
What does the w ...
June 17, 2014
- Put This One Great Tech Gadget In Your Bag Today
You're at the back end of a long day.
You have been away from a charge for your smartph ...
June 13, 2014
- How Wholesalers Can Attract a Boatload of Ideal Clients - An ...
What if advisors came to you, versus you "hunting" for them?
How can you begin to attra ...
June 11, 2014
- May 2014
- Welcome to the Wholesaler Beauty Pageant
You've been invited to speak at a sales meeting.
According to the sales manager there s ...
May 23, 2014
- Design Your Wholesaling Masterpiece - Jon Gordon
Two years ago we were introduced to The Energy Bus and Jon Gordon from a Wholesaler Master ...
May 20, 2014
- In Praise of Praise: How Distribution Leaders Are Chasing Aw ...
His reputation speaks volumes.
She leads a channel of one of the most respected mutual ...
May 9, 2014
- Essential Networking for Wholesalers - Andrea Nierenberg
Great wholesalers understand the power of building, growing and nurturing a network.
An ...
May 6, 2014
- Apr 2014
- The Results: Wholesaler Office Days
We are emphatic in our belief that wholesalers need to take an office day in order stay or ...
April 28, 2014
- Millionaire Wholesaler Secret: 10 Tasks You Should Outsource ...
There are 24 hours in your day.
And 24 hours in the day of the wholesaler that makes a ...
April 16, 2014
- Why Can't Wholesalers Get Out Of Their Own Way? - Mike Robbi ...
Raise your hand if you are hard on yourself.
Raise it higher if you are harder on yours ...
April 15, 2014
- A Video Message From Rob Shore About Your PVP-Peerless Value ...
What separates you from the sea of wholesaling sameness?
Product knowledge?
It is im ...
April 14, 2014
- 10 More iPhone and iPad Apps For Wholesalers
Since we wrote our first post (and added subsequent updates) there have a been some great ...
April 7, 2014
- Mar 2014
- The Work Wholesalers Do Is Significant - Joe Jordan
Have you stopped to think for a moment about the lives you touch with the products that yo ...
March 26, 2014
- The Results: Wholesaler Tenacity
How tenacious are you?
We get asked quite a bit about the number of times to call on an ...
March 24, 2014
- 14 Characteristics Of The Memorable Wholesaler (Part Two)
Here is the final installment of our two part post :
Another suit, in another office, c ...
March 18, 2014
- The Introspective Wholesaler - SWOT Analysis Worksheet
Periodically you need to air out the brain.
And to take inventory of your practice.
...
March 14, 2014
- 5 Critical Strategies That Will Make COIs Love You
"COIs only want what's in my checkbook", said the wholesaler.
Maybe that's because they ...
March 10, 2014
- More Effective LinkedIn Use for Wholesalers and Advisors - A ...
We hope you know that we are huge fans of LinkedIn.
In fact, we own or manage the three ...
March 10, 2014
- Feb 2014
- Can Wholesalers Turn Adversarial Advisors Into Allies? - Bob ...
"Faced with the task of persuading advisors to do what we want (sell our product), most of ...
February 25, 2014
- UPDATED: 7 Ideas For More Productive Wholesaler Office Days ...
"If I'm in my office I don't feel like I am working."
This was a quote from one of our ...
February 25, 2014
- The Results: Compensation Expectations
According to our Wholesaler Masterminds® Wholesaler Opinion Poll, there is no significant ...
February 25, 2014
- 5 Powerful Reasons Wholesalers Form Partnerships
Let's face it, wholesaling can be a pretty solitary lifestyle.
It's safe to say that, a ...
February 18, 2014
- The Results: What's Your Sales Outlook?
Coming off of, what was for most, a tremendous 2013 is it a surprise that wholesalers are ...
February 11, 2014
- Inside The Mind of a Barron's Top 100 FA - Jonathan Kuttin
What if you could pull back the curtain on an advisors practice and learn more about what ...
February 4, 2014
- 10 Surefire Ways Wholesalers Screw Up A Sales Meeting
Ed. note: This article was originally written by a sales manager who wishes to remain anon ...
February 4, 2014
- Jan 2014
- Advisor Drop-ins: Smart Tactic or Dumb Move?
As a wholesaler, you know your most precious commodity is time.
How you manage that tim ...
January 20, 2014
- Advisors, Money and Emotions - Julie Murphy
We spend time talking to our clients about advisors, their heads, and their hearts.
So ...
January 20, 2014
- 10 Irrefutable Truths About Wholesaler Likeability
Go out to Google right now and search for “People do business with people that they like” ...
January 15, 2014
- 10 Most Popular Posts You May Have Missed
You're busy.
You can't possibly read every post here at Wholesaler Masterminds®.
But ...
January 14, 2014
- Sell More To Make Less - The Downside Of Wholesaler Success
Oh what a year it was.
One of the amazing years in which the stars aligned for most fir ...
January 7, 2014
- Just Be Better
Work out more.
Lose weight.
Spend more time home when I'm home.
Every January ...
January 1, 2014
- Dec 2013
- 42 Ways To Kill It In 2015
Based on the 900+ hours of coaching and live presentation work we have done with our whole ...
December 16, 2013
- Nobody Cares How Much Wholesalers Know - Sam Richter
Nobody cares how much you know, until they know how much you care. ~Theodore Roosevelt
...
December 13, 2013
- 16 Things That Keep Wholesalers Awake At Night
Think in the morning. Act in the noon. Eat in the evening. Sleep in the night. ~ William ...
December 5, 2013
- 14 Characteristics Of The Memorable Wholesaler (Part One)
Another suit, in another office, carrying another brief case.
Look in the mirror and te ...
December 3, 2013
- The Wholesaler Who's Waiting
Some wholesalers spend their entire careers waiting.
Waiting for the better job to move ...
December 2, 2013
- Nov 2013
- Unbreakable Laws of Wholesaling - Jeffrey Gitomer
In case you are not familiar with his succession of NY Time's Best Sellers - including the ...
November 27, 2013
- Use Feedly To Be A Better Student Of The Business
Great wholesalers are expert at consuming the mass volumes of information that are require ...
November 26, 2013
- More How To Work A Room® - Susan RoAne
How often do you eagerly anticipate that next advisor event where it's you and 30-50 of th ...
November 13, 2013
- What Makes A Bad Wholesaler?
In an Ignites article titled What Makes a Bad Wholesaler? Poor Listening Skills, the resul ...
November 8, 2013
- Oct 2013
- Advanced Wholesaler Technique: The 8 Benefits of Forward Sch ...
Some skills that wholesalers employ really separate the men from the boys, the posers from ...
October 28, 2013
- One Simple Question
The granularity and productivity of the discussions we get into with our most seasoned and ...
October 18, 2013
- Great Wholesalers Make Change Work - Randy Pennington
Randy Pennington says, "Extinction is the result when you are born without the ability to ...
October 15, 2013
- Wholesalers Need To Grow a Pair - Larry Winget
Based on the book titles alone you know that our guest for this episode of Wholesaler Mast ...
October 4, 2013
- The Offensive Wholesaler - 5 Tactics To Keep Appointments on ...
You've got your appointment agenda in hand.
You have time blocked your meeting to insur ...
October 1, 2013
- Sep 2013
- No More Wholesaler Excuses - Sam Silverstein
We wrote The Responsible Wholesaler after a conversation with a wholesaler who had been le ...
September 18, 2013
- Yes, Top Producers Can Get Fired Too
Some wholesalers are under the impression that great production is all that matters.
Ma ...
September 10, 2013
- The Wholesaler's Fred Factor - Mark Sanborn
Some folks would think that delivering mail for a living is about the most undifferentiate ...
September 9, 2013
- 14 Ninja Ways Great Wholesalers Use Google
Yes, Google is the world's number one search site.
But it's also so much more.
Learn ...
September 3, 2013
- Aug 2013
- One Way Wholesalers Can Find More 'Me' Time
One of the big problems with trying to find some "me" time as a wholesaler is the endless ...
August 27, 2013
- Are You A Behaviorally Smart Wholesaler? with Peggy Mengel
“We don’t see things as they are, we see them as we are.” - Anais Nin
Peggy and I go wa ...
August 26, 2013
- Of Internals, Aged Port, and Fine Cigars
$100 snifters of port.
$60 cigars.
Fond memories of 57 E. 57th Street.
To the ...
August 26, 2013
- A Wholesaler's Heart
We work in a sometimes heartless business.
Viciously competitive.
Bottom line focuse ...
August 19, 2013
- Amazing Wholesaler Success Described in 4 Words
Wholesaler in Texas rockets from doing $3.7 million a month to doing $18 million per month ...
August 8, 2013
- Creating Powerful Wholesaler First Impressions - Bill Acheso ...
Would you agree that first impressions mean everything in our business?
It's fair to sa ...
August 6, 2013
- Jul 2013
- The Tactical Wholesaler - A Better Sales Meeting Experience
If you are like most wholesalers, you arrive at your next sales meeting anxious to see the ...
July 25, 2013
- 5 Calls Wholesalers Need To Start Making
What are you doing between appointments?
Some wholesalers are enjoying an ice cold beve ...
July 19, 2013
- Distraction Proof Wholesaling - Paul Kingsman
We wholesalers are easily distracted, wouldn't you agree?
Speaking from personal experi ...
July 16, 2013
- The Responsible Wholesaler
It wasn't the home office's fault.
It wasn't something your internal did.
Your b ...
July 8, 2013
- Jun 2013
- Talking About Death Won't Kill You - Amy Florian
We have all been there.
You walk into an appointment with an advisor only to find out t ...
June 26, 2013
- 11 Key Reasons Internal Wholesalers Get Promoted To External ...
You are itching to become an external wholesaler.
You’ve been on the phone for ________ ...
June 24, 2013
- 7 Steps Great Wholesalers Take When Markets Correct
Whoa - it's been quite a bull ride.
And while nobody knows for sure where this market w ...
June 20, 2013
- The Wholesaler Who Can't Say No
As wholesalers we like to please, right?
That means saying yes - a lot.
Can you ...
June 13, 2013
- The Rules of Wholesaler Networking - Michael Goldberg
Have you ever wondered how to maximize your conference attendance, especially when it come ...
June 5, 2013
- 2 Things That Separate The Average Wholesaler From The Maste ...
We received a terrific question from a coaching prospect last week.
He asked, "Simply p ...
June 4, 2013
- May 2013
- The Happy Wholesaler
Clients often lament their lack of work life balance.
And as an industry this i ...
May 28, 2013
- One Absolutely Foolproof Way Great Wholesalers Stay Out of T ...
All day, everyday, I work with wholesalers who are laser focused on being the best at thei ...
May 21, 2013
- The Master Negotiator aka Wholesaler - Greg Williams
There isn't a day that goes by that great wholesalers aren't negotiating something.
A f ...
May 21, 2013
- 6 Ways To Keep Your Clients Yours
I want your best client.
After all, if they are good enough for you and your firm, they ...
May 20, 2013
- Wholesalers: Stay Away From Shiny Objects
Wholesalers are the quintessential Type A group.
Which, as reminder, means:
...
May 14, 2013
- The Give and Take of Your Next Sales Meeting
Chances are your next divisional or national meeting is just around the corner.
And mos ...
May 6, 2013
- A Wholesaler Walks Into A Bar...... - Dale Irvin
We work in a serious business.
But that doesn't mean we have to take ourselves too seri ...
May 2, 2013
- Apr 2013
- Inside a Wholesaler's Head
Is there a constant, endless stream of business thoughts cascading through your head?
...
April 18, 2013
- The Wholesaler's Big Blown Opportunity
If you have wholesaled long enough you know that there are years where the stars just ...
April 16, 2013
- 7 Ways To Get Past Your Production Plateau
Your goal for the year is set.
You have in your business plan to scale up productio ...
April 11, 2013
- The Comfortable Wholesaler
Old couches:
Worn and tattered on the arms.
Exceedingly comfortable.
Slee ...
April 9, 2013
- How Wholesalers Turn Setbacks Into Greenbacks - Willie Jolle ...
He was called "The Secret Weapon Ford Motor Company Used in Their Incredible "Comeback!" b ...
April 9, 2013
- Prevent Wholesaler Drowning By Avoiding The Sea of Sameness
Your PVP - Peerless Value Proposition® is the most powerful tool you have in the fight to ...
April 2, 2013
- Mar 2013
- How Wholesalers Assist Advisors With Branding - Kimberly Bor ...
One great PVP - Peerless Value Proposition® that our clients develop is assisting financia ...
March 26, 2013
- The Consistently Consistent Wholesaler
con·sist·en·cy
noun: The achievement of a level of performance that does not vary greatly ...
March 19, 2013
- The Wholesaler's Curse of Conformity - Dan Richards
You know we are fanatics for helping you stay out of the rough waters of the wholesaler se ...
March 13, 2013
- One Cure For The Stressed Out Wholesaler
Does this sound like you?
There are not enough hours in the day.
You're burned out f ...
March 5, 2013
- Feb 2013
- Former Merrill Insider Speaks About Wholesalers - Dave Mulle ...
For this episode of Wholesaler Masterminds Radio we found you a former insider.
One who ...
February 26, 2013
- Your LinkedIn Profile Might Suck If...
We are on LinkedIn every day.
Multiple times per day.
And we have seen every conceiv ...
February 20, 2013
- Great Wholesalers Hate Losing More Than They Love Winning - ...
Sports and life lessons?
Sports and business lessons?
Yes and yes.
And who better ...
February 8, 2013
- Five Ways To Detect If Advisors Are Lying
You run into it all the time.
The advisor that promises the moon.
And delivers nothi ...
February 7, 2013
- The Bane of the Wholesaler's Existence: The Entitled Advisor
We get all kinds of email from our readers.
And the one we received recently, excerpted ...
February 1, 2013
- Jan 2013
- Wholesalers Should Give Their Clients The Platinum Treatment
In the Winter 2013 issue of the American College's Wealth Channel Magazine we did a story ...
January 29, 2013
- 12 Ways Wholesalers Succeed at FPA Meetings
You've been approached by a local Financial Planning Association (FPA) chapter to sponsor ...
January 22, 2013
- Can Wholesalers Effectively Use Loyalty Programs? - Shep Hyk ...
Your favorite airline has one.
Your favorite hotel has one.
In fact, it's hard to fi ...
January 21, 2013
- Advisor Elephant Hunting: Use LinkedIn to Get References and ...
One of the things we work on with our Wholesaler Masterminds Coaching clients is how to ef ...
January 14, 2013
- Why Wholesalers Should Take The Stairs - Rory Vaden
Wholesalers, are you looking for the path that is most convenient?
Or are you looking f ...
January 4, 2013
- Ready To Shatter The Year Ahead? You'll Need These 5 Great W ...
Fiscal cliff.
No fiscal cliff
Another calamity du jour.
And you know Yogi Ber ...
January 2, 2013
- Dec 2012
- 17 Questions Wholesalers Should Ask Themselves to Have a Car ...
What skills will it take to achieve your best year yet?
Here's 17 worthy of serious con ...
December 27, 2012
- How Can Wholesalers Become a Category of One? - Joe Calloway
What are the best practices of the best companies?
How do you set yourself apart from y ...
December 18, 2012
- 6 Things You Might Be Doing To Piss Off Advisors
We picked up a comment left on a story at Ignites.com that caught our eye.
The Ignites ...
December 11, 2012
- 9 What Ifs: The Great Wholesaler's Approach To National Sale ...
Between the years of carrying the bag and the years in management we, like you, have been ...
December 6, 2012
- Exactly What Do Financial Advisors Want From Wholesalers? - ...
The next best thing to getting into the brain of the financial advisor you wish to serve i ...
December 4, 2012
- 6 Ways Wholesalers Can Market Like Coca-Cola
What if you had the ability to become the Coca-Cola of your region?
A force so large th ...
December 1, 2012
- Nov 2012
- One Great Sales Idea
Look at your bookshelf right now.
I'll bet you can tell, in the event the book was a gi ...
November 19, 2012
- Improving Wholesaler Presentation Skills - Alan Parisse
Frequently we get asked about wholesalers and their ability to be more effective in front ...
November 14, 2012
- A Wholesaler's Best Practices Gap
Yesterday I was speaking to a coaching client that I've had the privilege of working with ...
November 13, 2012
- The Wholesaler's Three in '13
Along the path of your business planning you'll be asked for (or should be asked for) your ...
November 6, 2012
- The Wholesaler's Commitment To Service
In the most recent Wealth Channel magazine from The American College we were asked to prov ...
November 1, 2012
- A View From The Wholesaler's Passenger Seat - Dr. Bob Froehl ...
Who's been riding in your passenger seat lately?
Your boss?
Your internal?
Perha ...
November 1, 2012
- Oct 2012
- 9 What Ifs: A Wholesaler's Approach To Working Conferences
We frequently speak to wholesalers about their effectiveness at advisor conferences.
An ...
October 23, 2012
- 16 Wholesaler Business Planning Resources
Over the years we have written a bunch of posts that speak to both year end activities and ...
October 16, 2012
- Should Wholesalers Be Clever Or Kind? - Mike Robbins
Kindness can win new fans for wholesalers.
Mike Robbins reflects on that and much more ...
October 15, 2012
- Mutiny On The Wholesaler Bounty: Why Firms Need To Reevaluat ...
There is a storm brewing.
The darkest clouds are forming at the confluence of new schoo ...
October 9, 2012
- How Great Wholesalers Get The Appointment Without Leading Wi ...
A reader of this blog and student of the Wholesaler Email Clinic writes to us:
"How you ...
October 4, 2012
- How Can Wholesalers Profit From Advisor Uncertainty? - Danie ...
Who will be the next president?
What will fiscal policy be in 2013?
How will the eco ...
October 2, 2012
- Sep 2012
- 12 Traits Of Your Preferred Advisor Profile
Have you thought about who your ideal client is?
When you're trying to wade through an ...
September 25, 2012
- Wholesaler Work Ethic and Entitlement - Eric Chester
Great wholesalers have the ability to be introspective about their business and their appr ...
September 17, 2012
- Do Advisors Prefer Emails or Phone Calls to Schedule Wholesa ...
The email versus phone call question was just one of the questions we asked recently in a ...
September 13, 2012
- Make a Fortune, Have a Life, or Both?
We have great clients at Wholesaler Masterminds and they always get me thinking.
Last w ...
September 4, 2012
- Aug 2012
- 4 Pillars of Profitable Wholesaler Networking - Allison Grah ...
Great wholesalers are often great networkers.
In the event that doesn't describe you, w ...
August 23, 2012
- UPDATED: Now 84 iPhone and iPad Apps Wholesalers Can Use!
There was a thread recently started at LinkedIn in the Wholesaler Masterminds Group about ...
August 20, 2012
- Wholesaler Energy and Positivity - Jon Gordon
Last year I was introduced to The Energy Bus and Jon Gordon from a coaching client of mine ...
August 9, 2012
- Breaking News: 12 Signs of Wholesaling Life Found on Mars!
NASA's rover Curiosity successfully carried out a complicated landing on Mars and most ast ...
August 6, 2012
- The Four C's of the Legendary Wholesaler
My wholesaling experience goes back to the dark ages.
Yes, it was BC - Before Cell.
...
August 1, 2012
- Jul 2012
- Conducting Super Successful Advisor Appointments
You finally score that appointment with that advisor that you covet and, amid the anxiet ...
July 25, 2012
- Great Wholesalers Do It Well And Make It Fun - Ron Culberson
We work in a serious business.
And we don't have to be so serious.
That's one of the ...
July 24, 2012
- 11 Ways Wholesalers Are Deluding Themselves
A post at Business Insider titled 21 Ways You Are Deluding Yourself gave us pause for thou ...
July 17, 2012
- The Internal Who Used To Work For Ronco
If you are a reader of the Sunday Night Email (and if you're not sign up in the sidebar) y ...
July 12, 2012
- 3 Things Wholesalers Do To Impress Home Office Visitors
Recently a coaching client informed me that he had his boss coming for a ride-along.
My ...
July 2, 2012
- Wholesaler Do More Business When They Lead From The Heart - ...
Is bringing the heart into the conversation too soft a concept for the hard nosed financia ...
July 2, 2012
- Jun 2012
- Some Wholesalers Are Like Stale Real Estate Listings
Are you gunning for a promotion?
Perhaps you are an internal who desperately wants to g ...
June 19, 2012
- What Do Advisors Need From Wholesalers? - Frank Maselli
The relationships we have with advisors are indeed tricky.
Some would say it's a bit of ...
June 18, 2012
- How Can Wholesalers Generate More Advisor Referrals? - Bill ...
Most wholesalers say that they wish they could generate more business through referrals.
...
June 8, 2012
- 8 Ways Wholesalers Succeed With COIs
While preparing a story for I Carry The Bag..the official magazine of wholesaling we inter ...
June 5, 2012
- May 2012
- 8 Ways Great Wholesalers Prepare For Vacation
Beaches.
Sightseeing.
Adult beverages at breakfast.
If you are reading this t ...
May 29, 2012
- 15 Lessons Learned From My Coaching Clients
Whether they are senior leaders looking to sort through the maze of corporate back alleys, ...
May 21, 2012
- Are Wholesalers Emotionally Fit? - Dr. Barton Goldsmith
Wholesaling demands that you be fit physically and emotionally.
Welcome Dr. Barton Gold ...
May 17, 2012
- 12 Numbers For Wholesalers To Obsess About Besides Productio ...
Are wholesalers focused on the wrong numbers?
Yes, dollars in the door - gross tonnage ...
May 15, 2012
- And The Wholesaler Said, "Enough About Me, Let's Talk About ...
At a recent 2 hour workshop session for a group of wholesalers, one of the activities we d ...
May 8, 2012
- Wholesalers Need To Suck Before They Soar - Theo Androus
If you are like a lot of wholesalers, or just plain human, you likely spend too much time ...
May 1, 2012
- Apr 2012
- Stats For Wholesalers Who Send Emails
In our coaching and live appearances we speak about the power of email marketing for whole ...
April 30, 2012
- 23 Great Quotes For Wholesalers
Quotes are great.
They get you to think.
Have the ability to inspire.
Give you a ...
April 24, 2012
- UPDATED: An Even Faster and Still Free Way For Wholesalers T ...
Do you get dirty in the data?
If you have used the Wholesaler Masterminds Rotation Buil ...
April 19, 2012
- 5 Ways For Wholesalers To Cope With Feeling Overwhelmed
Wholesalers are BUSY folks.
Scheduling your appointments.
Making travel plans.
...
April 17, 2012
- Why Do Wholesalers (And Their Leaders) Stay In Jobs They Dis ...
Big question.
And recently one that has come up more than once with my coaching clients ...
April 10, 2012
- Are Wholesalers Getting to The Question Behind The Question? ...
A number of years ago I hired a speaker to address a group of financial advisors.
His m ...
April 5, 2012
- The Allure of The Filler Appointment
The demands on a wholesaler are great.
Both from the advisors they serve and the manage ...
April 3, 2012
- Mar 2012
- The Collapse of Wholesaler Distinction - Scott McKain
We speak, write and coach about it endlessly.
Wholesalers navigating the treacherous wa ...
March 27, 2012
- Wholesaling Chicken or Wholesaling Egg? - The Epilogue
In our Sunday Night Email (sign up over in the sidebar to join 10,000 of your peers that r ...
March 26, 2012
- Wholesaler Ego: Be A Servant Not A Celebrity
We work in a industry that is filled with egos.
Big egos.
Hell, one of my favori ...
March 20, 2012
- Wholesalers Need to Get Dirty in the Data - Steve DeLano
Too many years ago to count I was at a wholesaler meeting where our firm had enlisted the ...
March 19, 2012
- Are You A Prehistoric Wholesaler?
A senior leader of distribution that we were interviewing for the next issue of I Carry Th ...
March 13, 2012
- Advisor ADHD: Are Wholesalers Being Heard? - Maribeth Kuzmes ...
The speed at which information is coming at financial advisors today is unprecedented.
...
March 8, 2012
- Feb 2012
- Can You Swim in the Deep End of the Wholesaling Pool?
We speak A LOT about PVP – Peerless Value Proposition®.
Our coaching calls, speaking en ...
February 29, 2012
- No One Understands A Wholesaler
25 years in Distribution and my friends and family cannot describe what I do!
...
February 24, 2012
- Wholesaler Entertaining Dilemma: Wine And Food Pairing
Some things just obviously go together.
Cream and coffee.
Summer and the beach.
...
February 20, 2012
- One Completely Ridiculous Reason Advisors Tune Wholesalers O ...
NOTE: Wholesalers - when you are done reading this send it to your boss and your marketing ...
February 10, 2012
- 3 Ways Wholesalers Can Have More Productive Advisor Meetings
Come on admit it.
We've all done it.
You have every intention of staying on track du ...
February 8, 2012
- 23 Client Event Ideas For Wholesalers To Use With Advisors
Pulling off a successful client event is no easy task.
And we've been getting a lot of ...
February 2, 2012
- Jan 2012
- Wholesaler Talent Is Overrated - Geoff Colvin
How do great actors collect Academy Awards?
How do legendary comics fill 25,000 seat ar ...
January 30, 2012
- Wholesaler Dilemmas - Your Questions Answered
We've received some great questions via email, as well as in our live events lately, so we ...
January 24, 2012
- How To Become A Preferred Wholesaler - Matt Oechsli
Wholesalers are a dime a dozen.
Preferred wholesalers are damn hard to find.
Do ...
January 16, 2012
- 10 Reasons Why Wholesalers Love Their Internals...Or Not
The reality is I was both fortunate and lucky.
Fortunate because out of the 5 internal ...
January 12, 2012
- 10 Better Questions Hiring Managers Can Ask Of Wholesaling C ...
Many years ago when I started in management and needed to conduct my first wholesaler inte ...
January 10, 2012
- Wholesalers Are Feeling Optimistic As The New Year Unfolds
We ran a quick survey in two different wholesaler groups on LinkedIn to find out how whole ...
January 9, 2012
- Things That Wholesalers In Job Transition Should Know
If you are a wholesaler in transition then you might know that the road to working with an ...
January 6, 2012
- How Do Wholesalers Build Loyalty With Advisors? - Shep Hyken
On a LinkedIn Group I saw the following comment and knew that, as a community of wholesale ...
January 6, 2012
- The Dreaded Wholesaler
We are not sure where this video originated - but it contains many kernels of truth.
...
January 4, 2012
- Dec 2011
- There's Always A Crack In The Door For Wholesalers To Get Th ...
Back in October I spoke at the CFDD Conference in Chicago.
I was asked by Ross Marino a ...
December 15, 2011
- 11 Things Wholesalers Must Do To Ensure A Long And Successfu ...
At a recent conference I met a long tenured wholesaler who spoke about a list he created t ...
December 9, 2011
- The 800 Pound Wholesaler - Bill Guertin
Quick.
Tell me where you rank, marketshare wise, at your Top 5 focus firms/accounts.
...
December 7, 2011
- 5 Ways Wholesalers Develop More Openable And Readable Emails
How many emails do you get in a day?
A week?
How backlogged are you in reading them? ...
December 5, 2011
- Nov 2011
- What Can Wholesalers Do When There's Too Much To Do? - Laura ...
Wholesaling and hamster wheels are too much alike.
It seems that the finish line just k ...
November 25, 2011
- 37 Rules for Wholesalers (and counting)...
This post used to be called A Lot More Than 10 Rules for Wholesalers.
An odd title for ...
November 14, 2011
- 5 Ways Financial Advisors Partner With Wholesalers
Recently the folks at Rekon Intelligence asked me to host, and be the master of ceremonies ...
November 9, 2011
- The Advisor's Door Is Wide Open, So Why Aren't You Walking T ...
You know the game in sales.
You look for a crack in the door, wedge your foot in, and t ...
November 8, 2011
- Trends That Will Affect Wholesalers and Their Leaders - Lee ...
What does the future hold for those of us that make our living in distribution?
What ar ...
November 7, 2011
- 40 Adjectives That Describe Great Wholesalers
Today I was working with a coaching client as they prepared for a big interview.
It rem ...
November 5, 2011
- Oct 2011
- What Financial Advisors Want From Wholesalers - Ross Marino
What exactly do financial advisors want from wholesalers?
On a previous Wholesaler Mast ...
October 29, 2011
- Five Ways Advisors Can Use Wholesalers to Get to Their Own R ...
This article is from the Fall 2011 issue of The American College's Wealth Channel Magazine ...
October 25, 2011
- 3 Ways Wholesalers Can Influence Advisors - Steven Gaffney
Can open and honest communication increase your business?
Can you influence advisors wi ...
October 24, 2011
- Run Your Territory Like A Business, Not A Clubhouse
Denver, lunch with Al.
Boise, cocktails with Lou.
Salt Lake City, dinner with Paul.
...
October 20, 2011
- How Wholesalers Build Confidence By Developing Their PVP - P ...
Maybe you are a seasoned veteran that has lost a bit of your moxie.
Maybe you are a you ...
October 13, 2011
- 2 Ways Wholesalers Can Earn More Corner Office Business - Ha ...
The coveted corner office advsior.
Whether the term is used metaphorically or literally ...
October 11, 2011
- Great Wholesalers Succeed In Any Market - Mark Sanborn
Many of you have been wholesaling for a long time.
And, if you are like me, you are exp ...
October 6, 2011
- The One About The Spineless Wholesaler
Too many wholesalers are spineless.
There, I said it.
How often has this happened to ...
October 6, 2011
- Sep 2011
- 4 Things That Advisors Need From Wholesalers In Today's Mark ...
An old friend, former wholesaler and current senior leader at a large mutual funds distrib ...
September 29, 2011
- 8 Ways Wholesalers Can Improve Their Presentation Skills
Recently I attended an event that afforded me an opportunity to hear seven 30-minute whole ...
September 22, 2011
- The Typical Wholesaler vs The Great Wholesaler - An Infograp ...
The simple fact is that I get to coach truly outstanding folks.
Today, in a discussion ...
September 21, 2011
- Dear Wholesalers, It's Not About You - Bob Burg
Years ago there was a running joke that I had with a friend in our business.
As we woul ...
September 19, 2011
- How Much Love Should Wholesalers Give To Top Producers?
I had a boss that always used to say, "Your best clients are your competitors best prospec ...
September 16, 2011
- Wholesalers: Put Down The Cheeseburger And Slowly Back Away ...
Ever heard of the freshman 15?
While you may be associating this weight gain phenomenon ...
September 12, 2011
- What's Your Wholesaler Schmooze Quotient? - Susan RoAne
Wholesalers are paid to be great sales professionals and professional schmoozers.
Who b ...
September 1, 2011
- Aug 2011
- How Can Wholesalers Avoid Feeling Like A Victim In A Turbule ...
How much do economic events affect your state of mind?
When your product isn't living u ...
August 18, 2011
- It's O.K. To Use Your Cell Phone In The Restroom - Jeff Have ...
After the week that was August 8-12, 2011 you're likely in need of some comic relief.
A ...
August 12, 2011
- 5 Ways Wholesalers Can Reduce Stress - Life Coach Mary Allen
Oh my what a week it has been!
If you have emotional (and financial) whiplash from the ...
August 11, 2011
- 8 Wholesaler Reads To Help You Craft Your S&P Downgrade and ...
Hopefully you have had a chance to read the post from last week entitled CNBC Says The Sky ...
August 8, 2011
- CNBC Says The Sky Is Falling, Again - What Are 7 Things A Wh ...
Note: While written in 2011, the advice still holds true today!
Guilty as charged.
E ...
August 4, 2011
- Jul 2011
- 16 Essential Wholesaler Travel Website Resources
When I worked in corporate America, and since I had a big job, I had access to the "execut ...
July 31, 2011
- 3 Keys To Motivating Advisors To Buy - JB Bush
Wholesaler are always asking us how to shorten the sales cycle and get advisors to 'buy' t ...
July 21, 2011
- 7 Ways Wholesalers Can Survive A Manager Ride-Along Visit
You get the call that your manager is coming to town and expects to ride shotgun with you ...
July 17, 2011
- Conducting Wildly Successful Wholesaler Sponsored Wine Event ...
Perhaps you know that I Carry The Bag covers the art, science and lifestyle of wholesaling ...
July 7, 2011
- Jun 2011
- Schmeeks, Formally Known As Wholesalers
At the recent Morningstar Conference in Chicago I ran into a number of attendees that simp ...
June 24, 2011
- 3 Reasons Why Wholesalers Stray From The Basics - Don Connel ...
My friend Ron accuses me, rightly so, of having "shiny object syndrome" (listen to the int ...
June 22, 2011
- Nine Things Successful People Do Differently - Dr. Heidi Gra ...
If you have ever read the Harvard Business Review blog (and if you don't, you should) you ...
June 14, 2011
- Can I See Your ID?
After a delay and cancellation riddled, 20+ plus hour, journey to get from ORD to SNA afte ...
June 10, 2011
- 6 Checkpoint Topics For Wholesalers To Discuss With Advisors
We've long been advocates of having beginning of the year formal, sit down, business plann ...
June 2, 2011
- Bank Wholesalers Can Improve Their Branch Referral Training ...
Does this sound remotely familiar to you?
You know that you need to bring more value to ...
June 1, 2011
- May 2011
- 11 Reasons Great Wholesalers Leap Out Of Bed In The Morning
You and I both know that wholesaling is one of the best gigs ever created.
And I'll bet ...
May 22, 2011
- Stop Recreating the Wheel:The Purpose of Repurposing
Wholesalers, repeat this mantra after me: I will repurpose content, I will repurpose conte ...
May 13, 2011
- Wholesalers Should Never Show Advisors Their 6th Toe
"Your best client is also your competitor's best prospect!"
That was the familiar refra ...
May 5, 2011
- 9 Most Popular Posts For April 2011
You may have missed a post or two so why not dig in?
Here are the most popular posts fr ...
May 2, 2011
- Apr 2011
- 17 Tools Wholesalers Can Use To Get Geeky With Advisors
I remember the first time we deployed laptops to our salesforce (yes, it's a while ago) an ...
April 23, 2011
- How Can Wholesalers Sell To Crazy Busy Advisors? - Jill Konr ...
You're busy.
I'm busy.
The advisors that we covet are busy.
How can wholesalers w ...
April 18, 2011
- Four Meetings, Save a Life, Dinner With Rep - Just Another D ...
Recently on LinkedIn and this website we put out the call for outrageous stories from whol ...
April 13, 2011
- 21 Ways Wholesalers Can Shorten The Sales Cycle With Advisor ...
We've all been there.
One visit leads to five and still not one ticket.
What's a wel ...
April 8, 2011
- 7 Most Popular Posts in March 2011
Here are the 7 most popular posts your peers were reading in the month of March:
Newsf ...
April 1, 2011
- Mar 2011
- 5 Ways Wholesalers Endear Themselves to Advisors For Life
Earlier this month I had the opportunity to present a wholesaler workshop along side Craig ...
March 30, 2011
- The Only Three Things A Wholesaler Has To Offer
A divisional manager coaching client was telling me about an activity he was doing with CO ...
March 25, 2011
- The Results Part 2 - Wholesaler Survey 2011
In 2009 Wholesaler Masterminds began to survey the wholesaling community. Given the signif ...
March 18, 2011
- Wholesalers Shouldn’t Neglect The Movable Middle
I was in San Antonio speaking to a group of super talented wholesalers.
The speaker bef ...
March 10, 2011
- 3 Tips For Wholesalers to Craft Compelling Stories
Sometimes wholesalers are not quite as good on the stage as they think they are.
And some ...
March 1, 2011
- 8 Most Popular Posts: February 2011
In case you missed it, here are the most popular posts that your peers were reading during ...
March 1, 2011
- Feb 2011
- Wholesaler Survey 2011 - The Results: Part One
Last year Wholesaler Masterminds began to survey the wholesaling community. Given the sign ...
February 16, 2011
- Part Two - Undeniable Attributes of the Greatest Wholesalers
In part one of the series we highlighted five of the attributes of the greatest wholesaler ...
February 9, 2011
- The 3 Dumbest Telephone Mistakes Wholesalers Make - Art Sobc ...
In the Spring 2011 issue of I Carry The Bag...the official magazine of wholesaling Art Sob ...
February 2, 2011
- Jan 2011
- How To Hire A Wholesaler Coach
There are tens of thousand of coaches practicing today.
Each comes with a unique set of q ...
January 31, 2011
- Three Impactful Sales Strategies For Wholesalers - Anthony I ...
Our goal at Wholesaler Masterminds Radio is to bring you short, insightful, actionable int ...
January 26, 2011
- Inside the Mind of the Financial Advisor with Bill Smith
Wholesalers, what if you had a window into the minds of your financial advisors and better ...
January 19, 2011
- Wholesaler Lessons From A Meltdown
When I speak to live audiences I ask them, as a part of discussing The Five New Realities, ...
January 18, 2011
- 2011 Wholesaler Satisfaction Survey
It's time for the second annual Wholesaler Satisfaction Survey. For the 2011 edition we ha ...
January 9, 2011
- Wholesaler Time Management - Interview with Laura Stack
The number one issue I hear in Wholesaler Masterminds coaching is the challenge wholesaler ...
January 7, 2011
- Dec 2010
- Top 10 Posts of 2010
Oh my, what a year it's been.
Thanks to you we are the most trafficked site on the inte ...
December 30, 2010
- 8 Easy Ways Wholesalers Use Voicemail as a Powerful Sales To ...
Every week I call wholesalers at a host of firms, in virtually all channels, and I continu ...
December 30, 2010
- Advisors to Wholesalers: Stop Pushing Product! - Kip Gregory
In this episode of Wholesaler Masterminds Radio Kip Gregory talks about the importance of ...
December 15, 2010
- Wholesalers Need To Find More Time To Appreciate The Good St ...
Most wholesalers are so busy crushing it every day that they don't even take time to appre ...
December 9, 2010
- Undeniable Attributes of the Greatest Wholesalers – Part One
You may have seen the post that WholesalerBriefcase.com wrote about the Wholesaler Lifetim ...
December 3, 2010
- Nov 2010
- Are You Willing To Go Over The Top? – Linda Lubitz
I Carry The Bag was at the 2010 Schwab IMPACT conference, along with 3000 attendees and ve ...
November 29, 2010
- 25 Entertaining Ideas Wholesalers Use With Advisors
Recent Wholesaler Masterminds calls have focused on entertaining.
In the process we ass ...
November 21, 2010
- 7 Ways To Get A New Internal Wholesaler Off To A Fast Start
Perhaps you have heard the saying:
"Behind every successful man is a woman."
Or, as ...
November 14, 2010
- 5 Things To Not Do At Your Next Conference
Last week at Schwab IMPACT I met a cadre of unbelievable wholesaling professionals. Yet th ...
November 3, 2010
- Oct 2010
- Two Great Conference Display Booth Ideas
Man it's hard to stand out at a conference.
How do you attempt to separate yourself and ...
October 28, 2010
- Wholesaler Masterminds Radio: Deeper COI Relationships
Playing off of the wildly popular post 5 Things to Do to Make COIs Love You, in the Winter ...
October 28, 2010
- Sep 2010
- A Wholesaler's Second Chance
At the beginning of every quarter I ask my coaching clients what successes they were most ...
September 24, 2010
- Great Wholesalers Don't Disrespect Others
CAUTION: RANT AHEAD
Last week I was at the Birmingham Marriott for a speaking engagem ...
September 19, 2010
- Aug 2010
- Bud Fox Style Elephant Hunting
Yeah! Woooo! I just bagged the elephant! - Bud Fox, Wallstreet (1987)
Admit it. You ha ...
August 12, 2010
- Take The Less Traveled Wholesaling Road
Do you find yourself following in the footsteps of every other wholesaler in your region?
...
August 5, 2010
- Jul 2010
- How Valuable Is Candid Feedback?
All faults may be forgiven of him who has perfect candor.
Walt Whitman
Have you ever b ...
July 29, 2010
- FundFire Survey Uncovers Wholesaler Weaknesses and Opportuni ...
In mid July FundFire ran the results of a survey aimed at understanding "ways managers can ...
July 22, 2010
- Confessions of a Wholesaling Workaholic
Guilty as charged – and that's all I have to say.
Work consumes who I am.
It defines ...
July 6, 2010
- Jun 2010
- Teleconference: Five Secrets To Attaining Wholesaling Succes ...
Why Should You Listen to the Recording?
If you:
Are having trouble finding balance ...
June 29, 2010
- Get More Cheeks In Rep Meeting Seats
Investment News holds a teleconference about a topic and offers CE credit for those in att ...
June 22, 2010
- What Are The Five Drivers of Wholesaler Dissatisfaction?
Unique to the profession, wholesalers frequently spend hours upon hours alone. They are dr ...
June 12, 2010
- 2013 UPDATE: (More Than) 24 Great Ideas Wholesalers Use to b ...
Updated October 2013: This year's updates are in green.
Updated July 2012: This year's ...
June 2, 2010
- May 2010
- Updated for Great Wholesalers -14 Ways to Always Be Closing
"We're adding a little something to this month's sales contest. As you all know, first pri ...
May 14, 2010
- Apr 2010
- Do You Give Good Phone?
How well do you use voicemail?
A lot of clients that I've been talking to recently find ...
April 13, 2010
- Mar 2010
- Why Not Just Pay Wholesalers a Salary?
Over the past three days Ignites has been running the results of a wholesaler survey they ...
March 25, 2010
- What Do You Want On Your Wholesaling Headstone?
Maybe it's in anticipation of a very significant birthday that I turn to a thought tied to ...
March 20, 2010
- Wholesaler Satisfaction Survey Results
During the month of February we ran a brief three question survey to take the pulse of who ...
March 14, 2010
- 14 Guaranteed Ways to Achieve Success With Your Internal Who ...
Most wholesalers have an Internal Wholesaler (IW) that has become a vital piece of the bus ...
March 5, 2010
- Feb 2010
- The Other 8 Wholesaling Skills Your Manager Wants You to Hav ...
Here's the follow up to the 7 Essential Wholesaling Skills Your Manager Wants You to Have ...
February 25, 2010
- Wholesalers: What Style of Communicator is Your Sales Manage ...
On a Wholesaler Masterminds call today the group and I were discussing the best ways to bu ...
February 22, 2010
- 7 Essential Wholesaling Skills Your Manager Wants You to Hav ...
Fifteen years ago I asked an outside vendor to help me and my team put together an assessm ...
February 15, 2010
- Jan 2010
- 6 Step Process: How to Craft a Story and Spin It - Become a ...
Shhh.
Don't pass this around, but I never went to college.
Nope, not one semester.
...
January 10, 2010
- Dec 2009
- 10 Gifts You Should Buy Yourself This Season
Great wholesalers have the right tools of the trade.
With a limited number of shopping ...
December 15, 2009
- Oct 2009
- 24 Great Ideas Wholesalers Use to be More Productive…and Mem ...
Update June 1st 2010: It's been 90 days almost a full year since the first Wholesaler Mast ...
October 27, 2009
- Sep 2009
- Tell Me Where It Hurts: 10 Questions For Business Planning W ...
Business planning for the year ahead is in full swing for most wholesalers.
Are you hol ...
September 14, 2009
- Aug 2009
- Are You a Wholesaling Pretender?
Most of us fly a lot. If you’re like me you usually read, listen to music, or perhaps read ...
August 24, 2009
- Sep 2023
- 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 ...
September 17, 2023
- Five Important Wholesaler Takeaways From The 2023 Cerulli Di ...
Our friends at Cerulli have just released their report U.S. Intermediary Distribution 2023 ...
September 7, 2023
- Jul 2023
- Top Producer Gone Wild! What Would You Do?
We wrote the following to our weekly Sunday Night Email readers and we asked for replies w ...
July 17, 2023
- Jun 2023
- 7 Marketing Lessons Great Wholesalers Learn From Iconic Bran ...
Back in 2012 (2012?!) we wrote: 6 Ways Wholesalers Can Market Like Coca-Cola. Lately we ...
June 1, 2023
- May 2023
- 49 Great Discovery Questions To Ask Advisors Over The Age Of ...
You are a wholesaler who is under 35 years of age.They are an advisor who is over 55 and h ...
May 31, 2023
- 107 Open-Ended Profiling Questions for Wholesalers To Ask Fi ...
Understanding the nuances of a financial advisor's practice is critical. Great wholesal ...
May 30, 2023
- Which Types Of Advisor Marketing Touches Are The Most Effect ...
Is email still effective? Can speaking at broker dealer events provide the advisor eyeb ...
May 2, 2023
- Apr 2023
- The Evolution of ChatGPT and AI: How Can Wholesalers Take Ad ...
AI is all the rage.If you're thinking what we're thinking, there is no way that this doesn ...
April 3, 2023
- Mar 2023
- Top 7 Tips For Creating More Effective Emails
Over 500 weeks of the Sunday Night Email. Which has been, hands down, the #1 catalyst f ...
March 7, 2023
- Dec 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 Whole ...
December 8, 2022
- Oct 2022
- My Best Practices: 16 Insights From A Recently Promoted Inte ...
It's both good news and bad news. Good news: your amazing, LONG tenured, successful int ...
October 21, 2022
- Collaborative Annual Business Planning with Your Top Financi ...
Good wholesalers complete their annual plans. Great wholesalers are increasing thei ...
October 1, 2022
- Jul 2022
- Want To Be More Memorable To Clients and Prospects?
It's fairly simple. And not at all easy. This excerpt, from a message to Inner C ...
July 11, 2022
- Jun 2022
- Millionaire Wholesalers Know The Importance of Routines and ...
Nearly every successful Millionaire Wholesaler™ has some sort routine or daily ritual. The ...
June 28, 2022
- May 2022
- Six Ways Millionaire Wholesalers Maintain Their Long-Term Su ...
You can’t reach the pinnacle of this craft without some hard-won experience. Millionair ...
May 20, 2022
- Apr 2022
- What's the weight of your phone?
6.14 ounces. That's how little an iPhone 13 weighs. Unless your day is unorganized. ...
April 18, 2022
- Was She Guilty of Complaining-in-Place?
Our coaching client was vexed. After 10 years, her firm is changing culturally. Lead ...
April 8, 2022
- Jan 2022
- Is MONEY Your Primary Wholesaling Motivator?
It was in the 'before' times. Before work-from-home. Before advisor access restricti ...
January 30, 2022
- Special Podcast Episode: Six Attributes of a Long and Succes ...
Internal Use Only is a newer entrant in the podcasting community, focusing on content for ...
January 25, 2022
- Learn to Write More Impactful Emails (Free Content)
We've learned a thing or two about email marketing. Which happens when you send an emai ...
January 21, 2022
- Nov 2021
- Wholesaler Survey Results: How Will You Engage with Advisors ...
During a November 2021 Money Management Institute (MMI) webinar, a poll question was asked ...
November 15, 2021
- Oct 2021
- While Screaming Down The 91 Freeway
Kevin Vogt. 25 years later, I still recall the name of the advisor I was speaking to wh ...
October 11, 2021
- Aug 2021
- 16 Tips To Find Balance In The Wholesaling Chaos
Who couldn't use a bit more balance (and calm)? That's why we share this piece from our ...
August 18, 2021
- Looking To Improve Your Wholesaling Productivity?
The factoid continues to rattle around my brain. When the guest on our podcast shared i ...
August 16, 2021
- Tips For Coaching Your Internal: They Do It For You, Gold, A ...
The more things change, they don't! We offer this from our I Carry The Bag® magazine ar ...
August 11, 2021
- A Public Service Announcement for Readers OVER THE AGE OF 45
A Public Service Announcement for group members OVER THE AGE OF 45: Coming to you f ...
August 4, 2021
- Jul 2021
- I Quit! (And You Should Too)
"Winners never quit and quitters never win." ~Vince Lombardi Sounds terrific, yes? ...
July 19, 2021
- Think YOUR Product is Commoditized?
It's a phrase as old as wholesaling. "We work in a commodity business." Well if ...
July 19, 2021
- Poll Results: Is The Suit and Tie Dead?
During the last week of June 2021 we received an email from a Divisional Manager that read ...
July 5, 2021
- Jun 2021
- If You Scratch An Advisor's Back, Will They Scratch Yours?
You scratch my back, I'll scratch yours. A phrase that dates back to the English Navy d ...
June 28, 2021
- Too Cheesy For Your Practice?
7.2 billion. That's the number of slices of Kraft cheese produced per year. But, Kra ...
June 4, 2021
- Apr 2021
- A Wholesalers' Next Play Mentality
Every game, every minute. One way for me to find joy amidst the insanity of the last 1 ...
April 26, 2021
- When Sol Flips Your Wholesaling Switch
"Apptivity." A word first heard used by an insurance industry senior leader in 2010. ...
April 18, 2021
- Two Irrefutable Drivers Of Wholesaler Sales Success
Me: "It's been a while, how's your business?" Coaching client: "March was my best month ...
April 11, 2021
- Great Wholesalers Are Comfortably Uncomfortable
How do you feel when: --you're about to pitch a new product for the first time? --yo ...
April 5, 2021
- Mar 2021
- What Motivates A Wholesaler?
There were 60 wholesalers. They assembled for the firm's obligatory National Sales Meet ...
March 28, 2021
- Our Paleomammalian Wholesaler Brain
Hungry? Dinner for four can be at your doorstep in under an hour. Need a light cube ...
March 22, 2021
- You're on Wholesaler TV
WSLR. Local TV station? No. The channel that you own and operate from your ho ...
March 8, 2021
- Jan 2021
- Anxious Wholesaler Syndrome
You're a bit restless. You have a big presentation ahead. Or your boss's boss is fly ...
January 10, 2021
- Here's How One Wholesaler Described His Success Using His PV ...
It was the final coaching session of this wholesalers' Focus Fifteen engagement. Unaide ...
January 7, 2021
- Dec 2020
- Your 2021 Wholesaling Survival
Maybe (maybe?) it's been on your mind. So let's be clear. External wholesaling i ...
December 21, 2020
- Keys To Advisor Scheduling Success
Advisors are getting crushed with requests for zoom meetings and phone appointments. Ho ...
December 16, 2020
- When Your Wholesaling Motivation Wanes
Straight talk: I'm in a dip. The 'man, it's hard to get enthused in month 10 of all thi ...
December 14, 2020
- Improve Your Practice in 2021!
Our Focus Fifteen Coaching™ clients have seen terrific results, particularly since April 2 ...
December 8, 2020
- Considering Management After Wholesaling? Read This First
In a recent Focus Fifteen Coaching session (Use the code 100OFF to SAVE $100), Coach Rob w ...
December 4, 2020
- Another Wholesaler Organization Tip: A Cure For Too Many Ope ...
Before you know it you have 23 tabs open in your browser. The problem is all those open ...
December 1, 2020
- Nov 2020
- Wholesaler Organization Tip: How To Use Groups in Chrome
Staying organized ain't easy. But you already know that. Problem is, work from home ...
November 20, 2020
- 105 Great Questions Wholesalers Should Ask Advisors
If we've said it once, we've said it 105 times: wholesalers who partner with advisors are ...
November 5, 2020
- Sep 2020
- 2D Wholesaling In A Covid World (or That Time I Met Tony the ...
Breakfast of champions. As a kid, it's the morning meal meant to simply find your next ...
September 8, 2020
- Aug 2020
- Lesson From A Living Legend
Living legend. That's a fair description of 98-year-old Norman Lear. The creator of ...
August 31, 2020
- Four Important Messages For New(er) Wholesalers
Coach Rob Shore compares his discussions with two very different clients. One who, very ...
August 14, 2020
- When Dinosaurs Roamed Sales Management
233 to 243 million years ago. No, that’s not how long we’ve been holed up in a covid-i ...
August 3, 2020
- Jul 2020
- Great Wholesalers Know What They Don't Know
"Where ego I go too." That message, in the form of a lapel button, was bestowed on me d ...
July 13, 2020
- Jun 2020
- This Is The #1 Issue Facing Work From Home Wholesalers
90 days. That's how long (or longer) it's been since the world of external wholesaling ...
June 21, 2020
- Releasing The Quarantine Pause Button
It's starting. Albeit ever so slowly and very dependent upon your geography, firm, and ...
June 1, 2020
- May 2020
- Make Time For Your Values
Time is at a premium. For most readers, the confluence of work from home, family time a ...
May 25, 2020
- On My Mind: One Way We're Going To Be Tested In The Months A ...
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
May 15, 2020
- Check Out Our New Coaching Program
It's laser focused coaching for insanely busy wholesalers! Learn more at FocusFifteen.com ...
May 8, 2020
- On My Mind: When Untouchables Become Touchable - Nothing But ...
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
May 6, 2020
- Are You Listening To A Consensus Of One?
He stopped writing bi-weekly emails to his advisors. Because he had a consensus of one ...
May 4, 2020
- Apr 2020
- Brand Loyalty Is Dead
He's the general manager of Hawaiian Market. The topic was supply chain interruptions i ...
April 30, 2020
- On My Mind: Part Three - What Does The Path To “Normal” Whol ...
Like you, we're on the lookout for information that helps us better understand ...
April 27, 2020
- On My Mind: Part Two - What Does The Path To “Normal” Wholes ...
On 4/7/20 we asked our Sunday Night Email readers, "What are you thinking?" Specifi ...
April 24, 2020
- In 2020 BC
We joyfully rode a 10+ year expansion. In 2020 BC. We sometimes confused brains for ...
April 23, 2020
- 7 Habits That Lead To Wholesaler Failure
We were asked: "What bad routines and habits can hurt wholesalers the most?" Lac ...
April 21, 2020
- On My Mind: Part One - What Does The Path To "Normal" Wholes ...
On 4/7/20 we asked our Sunday Night Email readers, "What are you thinking?" Specificall ...
April 14, 2020
- 33 Technology Ideas Wholesalers Can Use to Improve Their Pra ...
In the 2020's, wholesalers who fail to embrace ALL of the technological opportunities avai ...
April 14, 2020
- Part Two: How To Prepare For Being Laid Off with Mike Brown ...
Be sure to listen to PART ONE HERE. As the Covid-19 pandemic and the ranks of the unemp ...
April 13, 2020
- Three Muscles Great Wholesalers Are Strengthening
Maybe you've been here before. Well, not exactly here (this is a once in a lifetime eve ...
April 13, 2020
- Part One: How To Prepare For Being Laid Off with Mike Brown ...
As the Covid-19 pandemic and the ranks of the unemployed, and soon to be laid off, continu ...
April 10, 2020
- Cut Through The Communication Clutter: Use LinkedIn To Leave ...
Getting your message through to an advisor client, a prospect or to a COI has always been ...
April 9, 2020
- One Lesson From The Covid-19 Wholesaler Trenches
Twenty Ask Me Anything calls (as of this writing). Three weekly Covid-19 Wholesaler Gro ...
April 6, 2020
- It's Getting Harder and Harder To Get Your Message To Adviso ...
Not that it was ever easy. But getting though the noise today is harder than ever. ...
April 1, 2020
- Mar 2020
- Great Wholesaling vs. Just OK Wholesaling: Wholesaler Tech T ...
In the 2020's, wholesalers who fail to embrace ALL of the technological opportunities avai ...
March 31, 2020
- One Great Idea Brought About By Covid-19
1982. That's the year I bought my first 10 shares of KO - Coca Cola. My advisor was ...
March 30, 2020
- Use Feedly To Manage The Covid-19 Information Tsunami
You want to to be of service to your financial advisors. And sourcing solid content and ...
March 30, 2020
- One Thing That Separates Good Wholesalers From Great Wholesa ...
On a recent 15-minute Ask Me Anything call, a wholesaler asked me: "What if everyone is ...
March 27, 2020
- On My Mind: Protecting Your Business During Covid-19: Wide M ...
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 24, 2020
- And The Wholesaler Award Goes To...
Sales conference season. Chances are yours has occurred in the past 90 days. At thes ...
March 24, 2020
- On My Mind: Information Overload and the Importance of What ...
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 18, 2020
- Data and a Wholesaler's Search for Deeper Advisor Relationsh ...
In the 2020's, wholesalers who fail to embrace ALL of the technological opportunities avai ...
March 17, 2020
- 14 Things To Do With Your Extra Office Time
Your weekly office day has now become your office month. You have called all the client ...
March 16, 2020
- 10 Suggestions For Long(er) Term Work-From-Home Situations
Yes, you're used to having an office day. And, occasionally, you may even take two in a ...
March 15, 2020
- The What, Why and How of Virtual Meetings in the Coronavirus ...
Travel restrictions are in place and in-person advisor/COI appointments are not be possibl ...
March 11, 2020
- What Keeps You Up At Night?
76 great advisor questions. It's the most popular download in the history of our websit ...
March 10, 2020
- On My Mind: How Great Wholesalers Handle the Coronavirus Eve ...
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 5, 2020
- How To Use Salesforce For Profit (And Remove The Pain): Whol ...
In the 2020's, wholesalers who fail to embrace ALL of the technological opportunities avai ...
March 3, 2020
- Feb 2020
- Would You Choose 4 1/2 or 4 1/2?
I'm no spring chicken. Not quite over the hill, but old enough to be able to reflect on ...
February 25, 2020
- How to Reduce Friction in Advisor Appointments: Wholesaler T ...
In the 2020's, wholesalers who fail to embrace ALL of the technological opportunities avai ...
February 18, 2020
- How Great Wholesalers Leave Great Impressions on Home Office ...
Home office visitors present a unique opportunity. While in your region they will obser ...
February 11, 2020
- Monsters Of Your Mind
It was about 15 years ago. While still at my former employer, I was starting to mentall ...
February 11, 2020
- Banned From An Advisor's Office
Dumbfounded and disappointed. As I listened to the Barron's Top 100 Advisor tell me the ...
February 4, 2020
- Jan 2020
- I'll Be Brief
156 years ago. That's when one of the world's finest speeches was spoken. It was ...
January 28, 2020
- The Divisional Arsonist
You've heard him before. She's on your weekly sales calls. He's in your divisional a ...
January 21, 2020
- 10 Great Wholesaling Ideas In Under 20 Minutes - Call Replay
This call was originally recorded in July of 2009. It was designed as a complimentary i ...
January 15, 2020
- One Great Wholesaler Hack
8 out of 10 wholesalers. Over our last decade of coaching, that's the number of clients ...
January 14, 2020
- UPDATED: Most Important Areas For Wholesaler Improvement (Hi ...
"It's like déjà vu all over again." ~ Yogi Berra That's what it feels like to read the ...
January 9, 2020
- Since You Asked: These Are The Podcasts We Are Listening To
From time to time we are asked what podcasts are in our feed. The short answer is, MANY ...
January 7, 2020
- Dec 2019
- 81 Ways To Make Next Year Your Career Year
Based on over 12 years of coaching and live presentations we have done with our wholesaler ...
December 15, 2019
- Good Question, Glad You Asked #7 - Part Two: Top Priorities ...
Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questio ...
December 10, 2019
- Good Question, Glad You Asked #7 - Part One: Top Priorities ...
Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questio ...
December 10, 2019
- Good Question, Glad You Asked #6: How Does A Wholesaler Best ...
Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questio ...
December 3, 2019
- Nov 2019
- The Wholesaler Who Lost Her Focus
She was a private coaching client. And she lamented that she was getting confused. O ...
November 29, 2019
- Good Question, Glad You Asked #5: After A Group Meeting, How ...
Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questio ...
November 26, 2019
- 4 Valuable Insights Offered By Millionaire Wholesalers
Over 10 years. That's how long we've been churning out content at Wholesaler Mastermind ...
November 21, 2019
- Good Question, Glad You Asked #4: How Do You Use Your MQ-Mem ...
Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questio ...
November 19, 2019
- Good Question, Glad You Asked #3: How Do You Take A More Con ...
Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questio ...
November 12, 2019
- Your Territory On Autopilot
The external has a great team. An internal partner who adds value to the region. An ...
November 7, 2019
- Good Question, Glad You Asked #2: How Do You Make This Job L ...
Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questio ...
November 5, 2019
- Oct 2019
- Four Words Wholesalers Should Not Utter
Rationalization. As humans, we're experts in the art of it. As wholesalers, we might ...
October 31, 2019
- Good Question, Glad You Asked #1: How Has Wholesaling Change ...
Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questio ...
October 29, 2019
- How To Go From Zero To Hero
$1,739,233. That was the first months' production in the new territory. Smack dab at ...
October 24, 2019
- On My Mind: How to Successfully Share an Internal Partner
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
October 22, 2019
- On My Mind: Great Wholesalers Are Planning Now For The Year ...
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
October 15, 2019
- A Wholesaler's Honeypot Paradox
The client was concerned that their market share in a particular city was not up to the nu ...
October 11, 2019
- 51 Posts Every External Wholesaler Needs To Read
You really have grabbed the golden ring. Done properly, your role as an external wholes ...
October 7, 2019
- Lessons From Leaders #10: Interview with Sue Thompson, Execu ...
How do our most senior leaders, and those that offer them consultation, feel about the dir ...
October 1, 2019
- Sep 2019
- How To Search Wholesaler Masterminds For Any Topic
After 10 years, we've got over 600 posts on this site! Sometimes even we have trouble r ...
September 19, 2019
- Successfully Navigating Change with Dr. Ron Rembisz
What's changed in your wholesaling world recently? Your territory? Channel? C ...
September 17, 2019
- Wholesaler Relationship Trouble
“I pride myself on great relationships.” It’s a hallmark of wholesaling. It’s a reas ...
September 16, 2019
- Millionaire Wholesaler Best Practice: The Wholesaler Activit ...
He swore by his use of checklists. They helped him stay honest regarding the activities ...
September 13, 2019
- When Is Your Wholesaling Day Done?
It's a battle we all fight. Trying to find the place in a day where we say, "done". ...
September 9, 2019
- Sea of Sameness Wholesaling
It's a dog eat dog career. Your best client is the next wholesaler's best prospect. ...
September 2, 2019
- Aug 2019
- Are You Enjoying The Wholesaling Ride?
Old home week. That’s what it felt like as I traveled back to Orange County to spea ...
August 26, 2019
- No Excuse For This Excuse
The company's founder was one of Fortune's 30 Under 30. Their website was gorgeous. ...
August 19, 2019
- Jul 2019
- How Can Wholesalers Ask More Meaningful Questions?
Riddle me this: What do onions and probing questions have in common? And no, it's no ...
July 30, 2019
- Your Canary in the Coal Mine?
In poker it's called a tell. The behavior that gives away the strength or weakness of y ...
July 22, 2019
- 10 Things I've Learned About Wholesalers and Wholesaling In ...
Warning: you may not agree with (or even like) what I'm about to say. Wholesaler Master ...
July 2, 2019
- Jun 2019
- Wholesaler Success: What People See Versus What They Don't S ...
Yes, wholesaling is one of the greatest gigs ever created. Travel to amazing locales. ...
June 20, 2019
- New Mapping Feature Means Better Rotations
While working with a coaching client on their rotations, we found a new feature in BatchGe ...
June 10, 2019
- Want To Be An Indispensable Wholesaler?
This almost started as a rant. A detailed regurgitation of two simply terrible service ...
June 10, 2019
- Wholesaling's Most Abrasive Noise
Insidious self doubt. Ill advised second guessing. Factually incorrect assumptions. ...
June 5, 2019
- May 2019
- How to Use Snail Mail More Effectively and Build Better Pres ...
Clearly differentiated. Distinctly separated from the roiling Sea of Sameness. What ...
May 28, 2019
- On My Mind: You Versus 183 Other Wholesalers
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
May 24, 2019
- Video: How To Create Your PVP-Peerless Value Proposition®
A client recorded some in-house videos after a training we did at their offices. Here's ...
May 22, 2019
- Are You Tuned In?
As a reader of Wholesaler Masterminds® (thank you!), you know that we have a ton of conten ...
May 17, 2019
- In Memory Of A Memorable Wholesaler
36 years of wholesaling. Longer than most of us can contemplate slugging out the da ...
May 16, 2019
- The Legend of 9D: An Act of Uncommon Kindness
One of the perks of having dedicated 1.5 million miles to United Airlines is the ability t ...
May 9, 2019
- A Sign From Above
100 miles per hour. That's the speed at which most wholesalers run daily. And I was ...
May 6, 2019
- On My Mind: Your Strategic Wholesaling Advantage
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
May 3, 2019
- One Simple Way To Be The Most Memorable Wholesaler Or Leader
Time for an upscale mini vacation. That was my thought as I scoured through the Forbes ...
May 2, 2019
- Apr 2019
- On My Mind: Do You Understand Your Advisor's Algorithm?
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
April 24, 2019
- Lessons From Leaders #9: Successfully Moving Your Distributi ...
Are you looking to move up the corporate ladder? Curious about the skills, traits, and ...
April 23, 2019
- On My Mind - Validation Not Required: Building Your Memorabi ...
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
April 16, 2019
- On My Mind: What's Next?
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
April 4, 2019
- Mar 2019
- On My Mind: Are You Asking For The Business?
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 29, 2019
- On My Mind: The Unappreciative Leader
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 22, 2019
- On My Mind: To Office Day or Not To Office Day?
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 21, 2019
- On My Mind: The Injurious Sales Cycle?
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 18, 2019
- On My Mind: The Internal Who's Itching to Get Out
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 12, 2019
- On My Mind: Quantity of Appointments vs Quality of Appointme ...
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 11, 2019
- On My Mind: What Rocks Are You Carrying Around?
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 8, 2019
- On My Mind: Making A Difference
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for who ...
March 7, 2019
- Use Your iPhone To Stay More Focused In Advisor Meetings
You're in an appointment. You forgot to silence your phone. And your briefcase or po ...
March 6, 2019
- Survey Results: What Motivates You To Be A High Performing W ...
It started with our Sunday Night Email. And the concepts of extrinsic and intrinsic mot ...
March 5, 2019
- Feb 2019
- What's Your Motivation?
Understanding the emotional drive of a character. It's central to an actor's performanc ...
February 25, 2019
- 5 Timeless Speaking Tips
The national sales conference. 99% of wholesalers have attended/will attend theirs betw ...
February 11, 2019
- One Wholesaler's Innovative Approach to Getting Email Opened ...
We're cynical about email. Like you, we get a ton of it (and send our own each week) an ...
February 5, 2019
- Jan 2019
- Your Wholesaling Reality Check
Yes, the job is demanding. Yes, the job is stressful. Yes, it's a job that is unpara ...
January 28, 2019
- You're Not Lucky
She had a record sales month. She said, "I just got lucky." He got the elephant ad ...
January 28, 2019
- Please Increase Your MQ-Memorability Quotient®. Thank You.
We always say that the bar to increasing your MQ-Memorability Quotient® is set fairly low. ...
January 25, 2019
- Q: How Many Contacts Are Required Before Your Prospect Write ...
A: Likely a LOT more than you thought. In December, Ignites Research released a report ...
January 8, 2019
- 83 Ways to Make 2019 Your Career Year
How was your 2018? Was it your Career Year? What are your Career Year prospects for ...
January 6, 2019
- Dec 2018
- Improve Your Wholesaling Performance 1% At A Time
Dave Brailsford is a legend. Specifically, Sir Dave Brailsford is a legend of British c ...
December 21, 2018
- Nov 2018
- Word of Mouth Marketing (and Why The Same is Lame) with Jay ...
We ask all the time: What's your MQ: Memorability Quotient®? If you're not sure, or you ...
November 27, 2018
- Oct 2018
- Lessons From Leaders #8: The Death of a Wholesaler - How to ...
Will emerging technologies, passive investing and fee compression kill the wholesaler? ...
October 30, 2018
- For Divisional Managers: Part Two - Create a More Effective ...
As a manager, what do you hope to experience when you ride with a wholesaler? Better qu ...
October 29, 2018
- The Curious Wholesaler
Smart folks. We work in a sector that is filled with super smart folks. Many have ...
October 25, 2018
- Three Step Wholesaler Cleanse
Caffeine withdrawals. Seems that an old friend was experiencing them after going throu ...
October 18, 2018
- Your Ocean of Rejection
You already know about The Sea of Sameness. It's that body of water that will swallow ...
October 11, 2018
- Lessons From Leaders #7: Interview with Kevin McGarry, Natio ...
How do our most senior leaders, and those that offer them consultation, feel about the dir ...
October 9, 2018
- It. Just. Is.
100+ years. That's the collective years of wholesaling wisdom represented at a very sma ...
October 4, 2018
- Sep 2018
- Wholesaler Struck By Lightning
Have you been hit? By the Morningstar Gold/5-Star/Lipper Leader fund that kills the com ...
September 27, 2018
- Lessons From Leaders #6: Interview with Chad Mueller at CUNA ...
How do our most senior leaders, and those that offer them consultation, feel about the dir ...
September 25, 2018
- We Need To Make A Change
Highs and lows. Our careers are full of them. Sometimes, whether we believe it's des ...
September 20, 2018
- The Wholesaling Marathon
Valuable lessons. We've all learned them. Back at the beginning of my wholesaling ca ...
September 13, 2018
- Lessons From Leaders #5: Interview with Jeff Carlin, CFA at ...
How do our most senior leaders, and those that offer them consultation, feel about the dir ...
September 11, 2018
- Big Brother's Watching
2009. That's the year the company began watching. The unprecedented oversight includ ...
September 6, 2018
- Aug 2018
- It's My Fault
Spotty sales. Lack of appointments. Advisors not returning my calls. Home off ...
August 28, 2018
- Lessons From Leaders #4: Interview with Anne Steer, Congress ...
How do our most senior leaders, and those that offer them consultation, feel about the dir ...
August 21, 2018
- How Many Times Should I Attempt To Schedule An Advisor Befor ...
They are blinking brightly on your radar. You are certain that you have solutions that ...
August 16, 2018
- The Thinker
The President of the distributor had an announcement to make. "I've decided to reorgani ...
August 9, 2018
- Pay Yourself First
An artist in concrete. Best in the county. These are but two of the accolades heaped ...
August 2, 2018
- Jul 2018
- 12 Skills You'll Need To Hone For The Next Decade Of Wholesa ...
Speak to any wholesaler that started their career 15-20+ years ago and you'll hear a simil ...
July 27, 2018
- Do Your Advisors Feel FOMO?
Call them VCs or Angel investors. They're folks that listen to endless pitches from wid ...
July 26, 2018
- Hold Me Closer Tony Danza
Ever see a service or product and think, "Why didn't I think of that?" One example of th ...
July 19, 2018
- Lessons From Leaders #3: How Wholesalers Thrive in the Futur ...
How do our most senior leaders, and those that offer them consultation, feel about the dir ...
July 17, 2018
- Wholesaler Masterminds Radio Pod Pack #3: Wholesaler Self Im ...
At Wholesaler Masterminds® Radio we focus on bringing you guests that assist you with impr ...
July 10, 2018
- Two Proven Ways to Become a Better Listener
Listening is hard to do. Especially when your itching to sell sell something. Try on ...
July 9, 2018
- Wholesaler Masterminds Radio Pod Pack #2: Winning and Solidi ...
At Wholesaler Masterminds® Radio we focus on bringing you guests that assist you with impr ...
July 3, 2018
- Are You The Real Thing?
Quiz time. Q: What's the most recognized word in the world? A: Okay Q: What's ...
July 2, 2018
- Jun 2018
- The One Thing Killing Your Wholesaling Productivity
It's a complicated job. Filled with everyday distractions . So why make it more so? ...
June 28, 2018
- Lessons From Leaders #2: Interview with Jim Jessee, MFS
How do our most senior leaders, and those that offer them consultation, feel about the dir ...
June 26, 2018
- Be a Wholesaling Hero
100 years worth of amazing lessons. That's what it feels like after nearly 10 years in ...
June 25, 2018
- RESULTS: One Question Survey - Wholesaler Thank You Calls
After hearing a most curious comment from a coaching client about thank you calls, we need ...
June 22, 2018
- Lessons From Leaders #1: Interview with John Moninger at Eat ...
How do our most senior leaders, and those that offer them consultation, feel about the dir ...
June 19, 2018
- One Question Survey: Wholesaler Thank You Calls
From time to time we get asked about thank you calls. Plus, we had a most interesting d ...
June 15, 2018
- One Simple (But Not Easy) Way Wholesalers Increase Their MQ- ...
The bar is really set quite low. These days even basic business protocols can earn you ...
June 14, 2018
- A Very Good Question
The question came at the end of a fantastic wholesaler training session in Charleston, SC. ...
June 13, 2018
- Wholesaler Masterminds Radio Pod Pack #1: Industry Education ...
At Wholesaler Masterminds® Radio we focus on bringing you guests that assist you with impr ...
June 12, 2018
- One Mistake Wholesalers Should Never Make
It was 5:30 PM and I was driving the 405 south through Orange County. The phone rings a ...
June 7, 2018
- May 2018
- The Wisdom of Our Elders is Not Always Right with Nadine Kel ...
Talk about a small world. Our wholesaling universe is just that. But have you fallen ...
May 29, 2018
- Wholesaling In The Experience Economy with Dennis Moseley-Wi ...
Is The Sea of Sameness swallowing you up? Are you establishing clear and identifiable p ...
May 22, 2018
- Success At What Cost? with Angela Gaffney
It happens every single day. Wholesalers sacrifice their health in the name of success. ...
May 15, 2018
- Thinking About Moving From Wholesaling Into Sales Management ...
Seems like a natural enough stepping stone. The successful wholesaler migrates from car ...
May 14, 2018
- Are You Bullish or Bearish on Wholesaling?
There's been much written about our demise. And, depending on your point of view, you m ...
May 9, 2018
- Becoming Reliably and Consistently More Memorable with Jeff ...
The Sea of Sameness. Your job (and ours) is to stay the hell out of it. But how can ...
May 8, 2018
- Becoming an Influential Wholesaler with Bob Burg
We live in most contentious times. Times when opposing points of view erupt into animus ...
May 1, 2018
- Apr 2018
- The Most Powerful Way to Understand and Communicate with Adv ...
Product knowledge? Check. Ready to add value? Check. Effectively communicate your me ...
April 24, 2018
- Never Let Them See You Sweat with Marc Vahanian
Never let them see you sweat. It's one of the hallmarks of a great wholesaler. How a ...
April 10, 2018
- Advisors Don't Care How You Feel with Steve Gutzler
You're having an off day, or worse, an off week. And you'd really like to vent your spl ...
April 3, 2018
- Mar 2018
- Creating a Mindset for Greatness with Sean Swarner
If you are like most humans in our world you stress over things like: -too few appointm ...
March 27, 2018
- 57 Things I’d Tell My 31 Year Old Wholesaler Self
I’m no spring chicken. While not quite over the hill, I can sometimes see the top of it ...
March 23, 2018
- Becoming an Irreplaceable Wholesaler with Penny Phillips
Your advisor clients and prospects are deluged with information. Worse, it is informati ...
March 20, 2018
- Be Bold, Be Brief and Be Gone with Jimmy Pomerance
How clear is it, to both clients and prospects, what's going to happen after you leave? ...
March 13, 2018
- The Future of Wholesaling Looks Bleak
The signs are right in front of us. And they have been for a very long time. So why ...
March 9, 2018
- How One Firm Successfully Engaged a Former LinkedIn Insider ...
Yes, we've covered LinkedIn here before - and never like this. What happens when you ta ...
March 6, 2018
- Feb 2018
- Decisions, Money and Emotions: Gaining a Better Understandin ...
70% of an advisor's new clients are in the middle of a major life change. 70%! How d ...
February 27, 2018
- There’s Pain in Your “But”
Don't excuses really tick you off? They get us fairly bothered. And the world today ...
February 26, 2018
- For Divisional Managers (Part One): Create a More Effective ...
Have you seen our post Sushi, Sake, See Ya!? It's the true story of an almost great man ...
February 20, 2018
- How to Easily Remember and Recall Advisors Names with Memory ...
It happens all the time. You see an advisor, COI or staff member out of their office el ...
February 20, 2018
- Should I Stay or Should I Go? An Internal Wholesaler's Dilem ...
We received a GREAT question today. While we certainly have thoughts on it, we turned to L ...
February 15, 2018
- Wholesalers, Do You Know the Rules of Highly Effective Netwo ...
You touch a ton of advisors , COIs and fellow industry professionals. You see them in e ...
February 13, 2018
- Winning Your Wholesaling Career (Not Simply Enduring It) wit ...
Did you choose wholesaling? Or did wholesaling choose you? Are you an accidental who ...
February 6, 2018
- Custom Wholesaler Training and Development Videos by Wholesa ...
If your firm is looking for video content to make your learning management system (e.g. Al ...
February 2, 2018
- Jan 2018
- Throw Away Your Annual Business Plan with Brian Moran
The annual business plan. Insightful, productive work for some. Management mandated ...
January 23, 2018
- Creating an Influential Advisor Encounter with Michael Hoffm ...
It seems almost magical. When you experience a service or sales encounter that justs hi ...
January 16, 2018
- Converting Simple Connections to Meaningful Relationships on ...
"Can you evaluate my LinkedIn profile?" It's a question we get from time to to time her ...
January 9, 2018
- Dec 2017
- The Impact of Change on Distribution and Wholesaling with St ...
Wholesalers hate change, after all we're only human. But change, and a bunch of it, con ...
December 12, 2017
- Become a Crazy Good Speaker! with Deirdre Van Nest
Most wholesalers think they have great speaking skill. Some do. And many could benef ...
December 5, 2017
- Nov 2017
- Breaking The Golden Rule
Maybe it's the season. The crazy busyness brought on by folks doubling down on activity ...
November 30, 2017
- Death by Referrals with Kirk Lowe
Referrals can be the life's blood of a practice. They can also be the advisors achilles ...
November 28, 2017
- Defending the Honor of Wholesaling
Do you remember Dudley Do-Right? A cartoon character from the 1960's, he was the dim-wi ...
November 27, 2017
- How Can Wholesalers More Effectively Cope With Stress? with ...
For all the upside, our jobs as wholesalers come with some downsides. Long hours. Ar ...
November 21, 2017
- What's Next? Your Life After Wholesaling with Calvin Wayman
Are you a wholesaling lifer? Or do you have other plans for your career (and your life) ...
November 14, 2017
- First Call Wholesaling aka The Snapple Factor
They call it the Snapple Factor. The credit union executive spoke about a service conce ...
November 7, 2017
- RIA Wholesaling Best Practices with Dennis Gallant
Total assets under management with RIAs is hard to pinpoint. But all can agree it is su ...
November 7, 2017
- Oct 2017
- What To Do When There's Too Much To Do with Matt Johnson
Calls need to be returned. Appointments need to be scheduled. Follow-up contacts nee ...
October 31, 2017
- The Secrets of Million Dollar Sellers with Steven Harvill
100 top producers interviewed. 1,750 stories explored. A ton of insights uncovered. ...
October 24, 2017
- Pick Up The Damn Phone! with Paul Neuberger
Study after study tells us that: - Advisors would rather schedule wholesaler appointmen ...
October 10, 2017
- Wholesaler Follow-up Process: Part Art and Part Science with ...
In our recent 2017 State of Wholesaling Survey we asked: What areas of improvement woul ...
October 3, 2017
- Sep 2017
- If It Walks Like A Duck
You know the glamour of travel. Especially when traveling by taxi in any metropolitan c ...
September 29, 2017
- There's Everything Funny About Wholesaling with Karyn Buxman
How can you strengthen your advisor relationships? And build trust? And separate you ...
September 26, 2017
- 54% of Wholesalers See Significant Impact on Future Income: ...
Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Cana ...
September 22, 2017
- Generational Wealth Transfer: Your Advisor’s $30 Trillion Op ...
UPDATE: This show, and the article that accompanies it, have taken on new meaning, as we a ...
September 19, 2017
- You Might Be The Best, But You Can Still Be Better with Mark ...
Maybe you're at the top of your wholesaling game and lined up for another Career Year. ...
September 12, 2017
- 70% of RIAs Are Not Influenced by Wholesalers and 46.7% Reac ...
That was the startling headline we recently read. The statements were derived from a st ...
September 11, 2017
- Aug 2017
- Death By Daily Sales
Alarm sounds. Eyes open. Grab phone. Check daily sales. This ritual, that ...
August 30, 2017
- Wholesalers Believe Big Data and Technology Having Significa ...
Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Cana ...
August 25, 2017
- The Effect of the Aging US and Canadian Advisor Population: ...
Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Cana ...
August 17, 2017
- The Impact of DOL and CRM2 Significant For Most Wholesalers: ...
Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Cana ...
August 9, 2017
- Jul 2017
- 7 Proven Suggestions to Make Your Advisor Voicemail Messages ...
Reaching an advisor for a live phone conversation today is daunting. In many (most?) ca ...
July 26, 2017
- Wholesalers and High Concepts
Quick. Describe the essence of what you do for advisors in a short sentence. Make it ...
July 24, 2017
- Sales Trap: Chasing One Hit Wonders
As I built my book of producers for OppenheimerFunds, I was tenacious and persistent. T ...
July 17, 2017
- It. Just. Is. - Your Futile Search for the Cure to Your To D ...
100+ years. That's the collective years of wholesaling wisdom represented at a recent, ...
July 10, 2017
- Just a Wholesaler?
Three hours that go by in the blink of an eye. That was the sensation I had when I sat ...
July 6, 2017
- Jun 2017
- Creative Advisor Relationship Acquisition and Development St ...
Depending on what you read or who you follow, the fate of the wholesaler is perilous. W ...
June 30, 2017
- Parkinson's Law and the Importance of Time Blocking Your Cal ...
The elusiveness of time. Such as opening email first thing on an office day. And two ...
June 26, 2017
- 8 Core Sales Beliefs of Truly Great Wholesalers with Tony Hu ...
What are your core sales beliefs? How do your beliefs align with those in other industr ...
June 20, 2017
- Great Wholesalers Know How to Unlock Their Creative Mind wit ...
We hear it frequently. The coaching client says, "But I'm just not creative". Yet yo ...
June 13, 2017
- Yes, Great Wholesalers No
Wholesalers hate the word. Yet, it's a word you should learn to love. It empower ...
June 7, 2017
- The Evolution of Wholesaling: The Rise of the Consultant Sel ...
The distribution community is no stranger to change. Yet the winds of change are blowin ...
June 6, 2017
- May 2017
- Great Wholesalers Give More in Value Than They Receive with ...
"Money is an echo of value." This quote rings loud and true for great wholesalers - and ...
May 30, 2017
- 2020 UPDATE: This One Chart Should Scare The Crap Out Of Yo ...
Brand new data. Same old story? It sure feels that way when we look at still ano ...
May 10, 2017
- The Next Crisis Is Always Lurking, Are You Prepared? with Me ...
It's bound to happen at some point. Your superstar PM abruptly resigns. Your firm's ...
May 9, 2017
- Four Things Wholesalers Can Do Today To Survive The Next Rec ...
Whoa - what a ride it's been. Since the market bottom on March 9, 2009, the S&P 500 ...
May 2, 2017
- How to Successfully Partner with Corner Office Advisors with ...
Big game hunting. In our world it's the 'corner office' advisor, the object of every wh ...
May 2, 2017
- Apr 2017
- Five Star Service and Attention to Detail: The Benefits to Y ...
See the image of the iPhone lightning cable? It tells a remarkable service story. On ...
April 25, 2017
- Is Grit a Wholesaler's Most Important Attribute? with Dr. Er ...
You may have a tremendous education. You may be a whiz kid when it comes to your produc ...
April 18, 2017
- Six Strategies Wholesaler Use to Vastly Improve Their Connec ...
Is it just us or are you also experiencing the evolution? The migration from wholesaler ...
April 11, 2017
- Confidence and Courage: Improve Your Practice (and Change Yo ...
It doesn't matter how long you have been wholesaling. Nor how much money you make. T ...
April 4, 2017
- Mar 2017
- LinkedIn Sales Navigator: Why it's a Must Have Tool for Whol ...
LinkedIn is undergoing a massive overhaul. Which means the free access you've enjoyed f ...
March 28, 2017
- Become a Better Networker in Four Simple Steps with Joe Swee ...
How well do you network? Do you build reciprocal relationships that last years, perhaps ...
March 21, 2017
- A Whole Lot More Than 24 Great Ideas Wholesalers Use to be M ...
The first 24 ideas post was written in 2009. The ideas were borne out of Wholesaler Master ...
March 17, 2017
- We're Our Own Worst Enemy: The Danger of What Goes on Betwee ...
Often the loudest voice is the one that can't be heard by others. It's the voice that n ...
March 14, 2017
- Storytelling: The Wholesaler’s Secret Weapon with Rob Salafi ...
It's as old as humankind. It's a proven way to get your message heard and understood. ...
March 7, 2017
- Unavoidable Truth: You Need to Get Your Teeth Kicked In
During my years at OppenheimerFunds, I spent a ton of time training future bank platform r ...
March 3, 2017
- These 10 Ideas Will Make Your Next Conference or Roadshow Fa ...
Roadshows and conference speaking opportunities are not a new ideas. But there are new ...
March 2, 2017
- Feb 2017
- A COI Speaks: If You Don’t Differentiate, You Don’t Resonate ...
Always a rare opportunity. To be able to speak to current and former senior leaders of ...
February 28, 2017
- Wholesalers, Are You on the Ethical High Road? with Frank C. ...
Our business has many a slippery slope. Every day wholesalers are confronted with ethic ...
February 21, 2017
- One iPhone Hack That Will Save You a Ton of Time
Every day you craft emails that are repetitive. And, if you are like many wholesalers, ...
February 15, 2017
- Advisors Speak: The 9 Most Effective Ways Wholesalers Work W ...
Assembled at a Money Management Institute event in NYC (for which we provided the opening ...
February 14, 2017
- What Do The First 7 Seconds Say About You? with Sylvie Di Gi ...
One…two…three…four….five…six…seven. It only takes 7 seconds for a person to form an impre ...
February 14, 2017
- A Wholesaler's Unfair Advantage
Call them VCs or Angel investors. They're folks that listen to endless pitches from wid ...
February 13, 2017
- Any Wholesaler Can Do Anything with Kyle Maynard
Speed bumps. Road blocks. Barriers to success. Call them what you will - thes ...
February 7, 2017
- Jan 2017
- A Barron's Top 100 Advisor Speaks About Wholesalers with Eri ...
They are the holy grail of most wholesaler's practices. The Barron's Top 100 advisor. ...
January 31, 2017
- Are You Hiding Behind Busy?
You drove 300 miles this week. You saw 24 advisors. You made 43 outbound calls. ...
January 27, 2017
- One Awesome Sales Idea
You know Ben, right? Benjamin Franklin that is. In 1758 he published a book call ...
January 26, 2017
- The Convergence of Health Care and Financial Planning with P ...
The topic of Social Security distribution planning has been a hot topic for advisors and w ...
January 24, 2017
- Daily Habits of Highly Profitable Wholesalers with Laura Sta ...
One of the top three areas of improvement we consistently hear wholesalers need is product ...
January 17, 2017
- Developing the Mindset of a Champion Wholesaler with Dr. Jac ...
That little voice. It nags all of us from time to time. It could be the voice uncert ...
January 10, 2017
- Perfecting the Partnership: The Keys to a Wildly Successful ...
Download our NEW Success Guide: Perfecting the Partnership: The Keys to a Wildly Succes ...
January 9, 2017
- Dec 2016
- Great Wholesalers Dare To Be Bold with Kathleen Wood
In a time of great industry change, B.O.L.D. wholesalers and their leaders will excel. ...
December 20, 2016
- 61 Ways to Kill It in 2017
Reflect and recharge. Two reasons why we love this time of year. Looking back at you ...
December 19, 2016
- 5 Rules for Wholesaler Gifting: Staying Out of the Trinket a ...
Think about the last five trinket/gift items you gave advisors. The faux high-end pen? ...
December 13, 2016
- Gumby, Pokey and the Wholesaling Sea of Sameness
You can choose to do things as you always have and email/voicemail into the huge echo cham ...
December 9, 2016
- How Can Wholesalers Deepen Their Advisor Relationships? with ...
What's the wholesaler formula for success? In our writing and speaking we have identifi ...
December 6, 2016
- Nov 2016
- Why Do a Few Highly Successful Wholesalers Consistently Outp ...
A 'no' is not a failure. It's information. The ability to think on your feet is no excu ...
November 29, 2016
- Giving Until It Hurts? 3 Things to Expect From Your COIs
Ever wonder what you should seek in return for the investment you have made in COIs? Yo ...
November 21, 2016
- How Can Wholesalers, Advisors and Their Clients Be More Cybe ...
If the Kremlin can hack a political party, what's to stop your accounts from being accesse ...
November 15, 2016
- DOL Fiduciary Rule Update #2: Unintended Consequences and th ...
At Wholesaler Masterminds we are committed to bringing you additional information about DO ...
November 14, 2016
- Client Service Models for Wholesalers and Their Advisors wit ...
How many active sellers do you serve? 200? 500? 800? How do you decide how much "lov ...
November 8, 2016
- 3 Ways Wholesalers Make a Difference in the Lives of Their C ...
We have chosen to work in (and be amply rewarded by) a highly competitive, often cutthroat ...
November 1, 2016
- Oct 2016
- How to Search and Subscribe Through the iPhone Podcasts App ...
We love podcasts and podcasting. And maybe you're listening to The New Wholesaler Maste ...
October 27, 2016
- The Myth of Wholesaler Work Life Balance with Chris Johnson
True story. Once upon a time, a wholesaler was so hell bent on 'unplugging' from all th ...
October 25, 2016
- Wholesalers, Want to Flourish in the Future? It’s Time to Ch ...
There is nothing permanent except change. ~Heraclitus DOL equals change. Money marke ...
October 18, 2016
- DOL Fiduciary Rule Update #1: The Implications for Wholesale ...
Regardless of who you talk to, wholesalers and their leaders agree: the DOL Fiduciary Rule ...
October 14, 2016
- Why Don't Wholesalers Ask For More Referrals? Our interview ...
We all talk a good game. We get in our heads that we should ask for referrals, study a ...
October 11, 2016
- How to Have the Most Productive Relationship with Your Sched ...
What are some of the keys to a most productive relationship between a wholesaler and their ...
October 6, 2016
- The Secret to Being Heard Above the Herd of Wholesalers with ...
You get paid to influence. Influence advisors to present your firm's product versus the ...
October 4, 2016
- Sep 2016
- Five Ways to Become a More Conscious Capitalist with Kim Ann ...
It seems that weekly our financial services sector is the topic of another unsavory story. ...
September 27, 2016
- The Wholesaler Who Stopped Learning
It happened over lunch with Mike. Seems his brother Jake sells commercial insurance. ...
September 26, 2016
- Never Be Average Wholesaling with Tim McCormick
Another suit. In another office. Carrying another briefcase. Those were the w ...
September 20, 2016
- Sushi, Sake, See Ya! - A Lesson For Sales Leaders
If I was dying and granted a last meal, a juicy steak would be tempting, but I’m certain t ...
September 15, 2016
- 4 Key Elements to Delivering a Difficult Message with Steven ...
Your long-tenured PM is leaving the firm. The rider that advisors have been selling the ...
September 13, 2016
- The Rewards of Thinking Big and Being Relentless with Jeffre ...
Kill the squirrel. Clean your own bathroom. No one is going to die. These are ...
September 6, 2016
- Aug 2016
- Your COI Mindset: A Giving Hand Is Always Full with Bill Wal ...
COIs have the ability to exponentially increase your influence and your sales. And we'v ...
August 30, 2016
- Know More To Sell More: The Importance of Advisor Recon with ...
How do you prepare for your advisor meetings? For most wholesalers the checklist includ ...
August 23, 2016
- 10 Quotes and One Gift
Super selective and discerning. That's our thought when we opt-in for any email subscri ...
August 22, 2016
- 7 Secrets of Power Entertaining with Eddie Osterland, MS
How many times this past month did you entertain an advisor or COI? How many times was ...
August 16, 2016
- The Wholesaler's Jar of Life
As sent to us by an employee in 1999 and recently unearthed. The internet cites a host ...
August 15, 2016
- Fess Up Wholesalers, Better LinkedIn Useage Belongs In Your ...
We started talking about the importance of properly using LinkedIn in your practice over f ...
August 9, 2016
- Proven Ways Wholesalers Increase Their Likeability Factor wi ...
How does a wholesaler best use their understanding of generational nuances and differences ...
August 2, 2016
- Jul 2016
- A Wholesaler's Personal Power: Understanding Nonverbal Commu ...
If you better understood the misconceptions regarding mirroring your prospect or client, h ...
July 26, 2016
- How to Create Advisor Clients for Life with Mike Sciortino
Mike Sciortino is founder and CEO of Gratitude Marketing™, a firm dedicated to sharing the ...
July 19, 2016
- 31 Things Your Toughest Wholesaling Competitor Won't Tell Yo ...
If not you then who? Who is the best known, most memorable wholesaler in your territory ...
July 7, 2016
- Jun 2016
- Brexit Be Damned - 9 Things Wholesalers Can't Control and 15 ...
It's easy to get sucked into the calamity du jour and lose focus. To that end we offer ...
June 24, 2016
- Advisor's Viewpoint: How to Successfully Manage Wholesaler R ...
This post from June 21, 2016 originally ran at Advisors Perspective and was written by Ter ...
June 21, 2016
- Wholesaler Believe It or Don't Stories
A few years ago we started a open forum for wholesalers to share stories that only fellow ...
June 17, 2016
- Trial Closing and Closing - NEW Podcast Shows - Wholesaler M ...
Big news. We are launching a whole new series of podcast shows! Similar to the o ...
June 15, 2016
- May 2016
- Fat and Happy Wholesaling
Strange beasts we are. Both as humans and as wholesalers. When the odds are stacked ...
May 31, 2016
- One Hidden Tweak To LinkedIn May Change Your World
Just not that useful. That's the opinion we've always had about the homepage stream of ...
May 9, 2016
- Apr 2016
- Wholesalers Save A Ton Of Time And Manage Emails More Effici ...
If you read this post: Lightspeed Wholesaling – When Today’s Fast Is Tomorrow’s Slow, then ...
April 29, 2016
- Lightspeed Wholesaling - When Today's Fast Is Tomorrow's Slo ...
Are you the wholesaling reincarnation of the flightless, now extinct, DoDo Bird? Remind ...
April 26, 2016
- 12 Most Read Posts Of The Last 12 Months
We geek out occasionally on the stats of our Wholesaler Masterminds® website to learn more ...
April 12, 2016
- 6 Ways Wholesalers Become Franchise Players
The days of the lone wolf wholesaler are dead. That's right, the wholesalers that profe ...
April 7, 2016
- Mar 2016
- Good News! I Got Fired and I’m Leaving Wholesaling
The startling news was dropped during a Private Coaching call with “Hal” (not his real nam ...
March 30, 2016
- How Not to Burn Wholesaling Bridges ...
You’re screaming down and your caller id flashes an unfamiliar number. After your next ...
March 29, 2016
- Feb 2016
- What Wholesaler Skills Are Most Important To Advisors?
In late 2015 Ignites Distribution Research released Beyond the Cliche of ‘Consultative’ Wh ...
February 23, 2016
- Internal Wholesalers Who Want to Become External Wholesalers ...
This question, or one quite like it, has been asked for as long as internal wholesalers ha ...
February 17, 2016
- In Markets Like These What You DON'T Say May Matter Most
This market is making advisors edgy. So, you're armed with the latest commentary from y ...
February 12, 2016
- The Emotionally Incompetent Wholesaler
Would you rather have a long-tenured sales machine, void of empathy, or a new(er) wholesal ...
February 4, 2016
- Jan 2016
- 12 Ways Wholesalers Profitably Use Their PVP-Peerless Value ...
It’s a gimmick. To some naysayers, our insistence that wholesalers have a wel ...
January 14, 2016
- Nov 2015
- Should Wholesalers Stop Making Thank You Calls?
This is a question we received from a Wholesaler Masterminds Coaching client recently. To ...
November 16, 2015
- Do You Get Dirty In Your Territory's Data?
When you consider how to run your territory, do you get 'dirty in the data'? What we mean ...
November 3, 2015
- Your Territory Is Being Cut, Now What?
It's inevitable. At some point in your wholesaling career, you will be faced with a ter ...
November 2, 2015
- Oct 2015
- 21 Ways Your Wholesaling Resolve Will Be Tested
Oh it's not all peaches and cream. For all of the amazing reasons we choose to live thi ...
October 8, 2015
- 28 Reasons Why Wholesaling is the Greatest Job on Earth
Maybe you are still smitten by this life we call wholesaling. Or maybe your commitment ...
October 6, 2015
- Sep 2015
- For Wholesalers with Three Years or Less of External Wholesa ...
Remember the start of your wholesaling journey? If you're like so many wholesalers, soo ...
September 23, 2015
- The Dangerous Downside of Digital: Are Wholesalers Misusing ...
The technical term is sales enablement tool. And in the dark ages of wholesaling a cutt ...
September 9, 2015
- Aug 2015
- What Makes a Great Day of Wholesaling?
Recently a Wholesaler Masterminds Coaching client asked us, “Based on your experience, and ...
August 12, 2015
- 21 Success Tips: How To Profit From Your Relationship With Y ...
The great news is that you have decided to add another vital part of the wholesaler succes ...
August 7, 2015
- Jul 2015
- Because Trial Closing Matters: 47 Trial Closes Wholesalers C ...
That thud you just heard was the sound of another advisor appointment ending. The thud ...
July 13, 2015
- Jun 2015
- 14 Critical Wholesaler Strengths - How Do You Measure Up?
"How do I compare to other wholesalers?" "Do my actions and behaviors place me in the ' ...
June 26, 2015
- Try These 8 Ways To Become More Productive
A recent post at A Life of Productivity offered 100 productivity hacks for time, energy an ...
June 8, 2015
- 10 Most Wanted Advisors List
The FBI has one. So does your local police department. Now Interpol has six FIFA exe ...
June 4, 2015
- May 2015
- A Wholesaler's Worst Kept Dirty Little Secret
It might be the worst kept dirty little secret of wholesaling. Yes, you're supposed to ...
May 19, 2015
- Apr 2015
- Wholesalers Shouldn't Hide Their Financial Success - Kim Ann ...
The more you make the more disconnected you feel. The cocktail party conversation at th ...
April 28, 2015
- The 5 Greatest Risks To A Wholesaler's Practice
For most wholesalers we speak to, business today ranges from pretty darn good to "I never ...
April 21, 2015
- Understanding The Wholesaler Brain - Scott Halford
Raise your hand of you don't spend too much time thinking about how your brain processes i ...
April 10, 2015
- More Than 200 Ideas To Improve Your Wholesaling Practice
On two recent coaching calls I asked clients if they were listeners of the Wholesaler Mast ...
April 9, 2015
- Mar 2015
- 14 Incredibly Useful Technology Posts For Productivity and E ...
Do you need to be a better 'student of the business'? Feeling less than stellar about y ...
March 24, 2015
- 12 Must Read Posts For Internal Wholesalers
Some internals are just starting their careers in distribution, and chomping at the bit to ...
March 23, 2015
- Creating Wholesaler Distinction | The Lessons of Taxi Terry ...
If you're not careful you'll drown in the Sea of Sameness. It's that nauseating, choppy ...
March 17, 2015
- 11 Topics You Need To Be Discussing With Your Internal Partn ...
Do you have weekly scheduled meetings with your internal partner? If not, why not? A ...
March 3, 2015
- Feb 2015
- Longer Hours Doesn't Equal Greater Success - Jason Womack
For Sale: a 25th hour in your day. Exactly how much would you bid for a 60 minute extensi ...
February 24, 2015
- How to Seamlessly Import Files to Evernote From Your Compute ...
Organization is one of the essential keys to wholesaling success. More and more we reco ...
February 16, 2015
- Is The Art of Wholesaling Dying? - Lee Kowarski
Great question that was posed to us recently. "Is the art of wholesaling dying as firms ...
February 10, 2015
- Jan 2015
- Stay Better Organized by Using Checklists in Evernote
What are two things that separate the great wholesaler from the wholesaler bobbing in the ...
January 30, 2015
- Your Can't Lose Wholesaler Success Formula
What's the secret to a long and prosperous wholesaling career? How do you develop a cha ...
January 26, 2015
- Why Wholesalers Should Never Fly Solo - Waldo Waldman
If we've heard it once we've heard it a thousand times. The wholesaler that exclaims, " ...
January 23, 2015
- Great Wholesalers Do Not Collect Business Cards
Admit it. Somewhere in your home office is 'the box'. The one that contains all of t ...
January 7, 2015
- Should Wholesalers Procrastinate on Purpose? - Rory Vaden
What if all of the 'time management' tools that we use are simply the wrong approach? W ...
January 7, 2015
- Nov 2014
- 3 Ways to Make Your Advisors (and You) More Referable - Bill ...
Most advisors do a completely horrific job asking for referrals. And you, as their trus ...
November 18, 2014
- 8 Ways Advisors Know They’ve Partnered With the Right Wholes ...
From the Fall 2014 edition of The Wealth Channel Magazine, published by The American Colle ...
November 10, 2014
- A Wholesaler's Sacred Selling Hours
What's your prime time? For most wholesalers the hours between 9 and 3 represent your b ...
November 8, 2014
- Gaining Commitments and Closing - Anthony Iannarino
You develop rapport with your advisor prospect. You ask insightful questions. You te ...
November 4, 2014
- Oct 2014
- A Night At The No-Name Motel
It was the early 1980's at a No-Name Motel somewhere between Modesto and Fresno in the ...
October 31, 2014
- A Better Way To Stay Organized During (And After) The Adviso ...
Sometimes old ideas become new again. Like this one for using Advisor Data Sheets. T ...
October 27, 2014
- Mentos, Diet Cokes and Creative Wholesaling - Steve Spangler
Do you create curiosity? Do advisors look forward, with much anticipation, to your next ...
October 16, 2014
- Ants In The Wholesaler's Pants
A few years back, I picked-up a rental car at the airport in Birmingham, AL. It was ...
October 9, 2014
- Tell Us Your Story of Tales From the Road
For the last 25 years that we've been in distribution we've seen and heard some absolutely ...
October 7, 2014
- Sep 2014
- One Reason Advisors May Not Be Buying What You're Selling
Are you a visual person? If you are, and someone is simply speaking to you (without vis ...
September 28, 2014
- A Wholesaler's Fascination Advantage - Sally Hogshead
What makes you valuable to the advisors that you serve? If you better understood what m ...
September 23, 2014
- 5 Myths Dispelled: Profitably Working with a Scheduler
Why do some wholesalers seem to have great success working with their scheduler and others ...
September 16, 2014
- 4 Things Wholesalers Shouldn't Ass-ume
There seems to be a recurring theme in our coaching practice. Wholesalers that are assu ...
September 15, 2014
- A Wholesaler's Off Season - Walter Bond
Bigger Stronger Faster That's what pro athletes work to become in their off seaso ...
September 9, 2014
- Wholesaling in the Shark Tank
A recent Wall Street Journal article offered 10 tips for making a winning pitch on "Shark ...
September 3, 2014
- Aug 2014
- Outsmart, Outlast and Outperform Your Competition with Mark ...
Playing 12 years in the National Basketball Association is no small feat. Being recogni ...
August 22, 2014
- Are Your Advisor Appointments Diagnostic or Prescriptive?
Show up and throw up. The product puke. Call it what you will, it is one of the wors ...
August 19, 2014
- Become Better at Drafting on Influentials
Wholesalers are thought of (and often think of themselves) as lone wolves. They have a ...
August 13, 2014
- 10 Ways to Ignite the Fuse With a Top Prospect
Every wholesaler has had this dilemma: “Rick” is a great prospect. He writes a terri ...
August 7, 2014
- A Wholesaler's Shift From Bland To Brilliant - Simon T. Bail ...
Who has the steering wheel in your practice? Does the region run you? What about the ...
August 6, 2014
- Jul 2014
- Create Bigger Producers Through Bigger Relationships - Jim C ...
What if your T&E was not the path to building better relationships with the advisors t ...
July 21, 2014
- 10 Daily Keys To Wholesaler Success
Process and branding - the two things that we here at Wholesaler Masterminds know make a t ...
July 1, 2014
- Jun 2014
- 5 Tips For Delivering Epic Presentations - Jane Atkinson
Your presentation skills may not be as great as you think they are. That's one lesson w ...
June 26, 2014
- The Results: Wholesaler Praise
We are glad to report that wholesalers are feeling fairly good about the praise they recei ...
June 24, 2014
- How To Move Advisors From Being Interested To Producing
Why is it that charities like to send us pre addressed labels for free? What does the w ...
June 17, 2014
- Put This One Great Tech Gadget In Your Bag Today
You're at the back end of a long day. You have been away from a charge for your smartph ...
June 13, 2014
- How Wholesalers Can Attract a Boatload of Ideal Clients - An ...
What if advisors came to you, versus you "hunting" for them? How can you begin to attra ...
June 11, 2014
- May 2014
- Welcome to the Wholesaler Beauty Pageant
You've been invited to speak at a sales meeting. According to the sales manager there s ...
May 23, 2014
- Design Your Wholesaling Masterpiece - Jon Gordon
Two years ago we were introduced to The Energy Bus and Jon Gordon from a Wholesaler Master ...
May 20, 2014
- In Praise of Praise: How Distribution Leaders Are Chasing Aw ...
His reputation speaks volumes. She leads a channel of one of the most respected mutual ...
May 9, 2014
- Essential Networking for Wholesalers - Andrea Nierenberg
Great wholesalers understand the power of building, growing and nurturing a network. An ...
May 6, 2014
- Apr 2014
- The Results: Wholesaler Office Days
We are emphatic in our belief that wholesalers need to take an office day in order stay or ...
April 28, 2014
- Millionaire Wholesaler Secret: 10 Tasks You Should Outsource ...
There are 24 hours in your day. And 24 hours in the day of the wholesaler that makes a ...
April 16, 2014
- Why Can't Wholesalers Get Out Of Their Own Way? - Mike Robbi ...
Raise your hand if you are hard on yourself. Raise it higher if you are harder on yours ...
April 15, 2014
- A Video Message From Rob Shore About Your PVP-Peerless Value ...
What separates you from the sea of wholesaling sameness? Product knowledge? It is im ...
April 14, 2014
- 10 More iPhone and iPad Apps For Wholesalers
Since we wrote our first post (and added subsequent updates) there have a been some great ...
April 7, 2014
- Mar 2014
- The Work Wholesalers Do Is Significant - Joe Jordan
Have you stopped to think for a moment about the lives you touch with the products that yo ...
March 26, 2014
- The Results: Wholesaler Tenacity
How tenacious are you? We get asked quite a bit about the number of times to call on an ...
March 24, 2014
- 14 Characteristics Of The Memorable Wholesaler (Part Two)
Here is the final installment of our two part post : Another suit, in another office, c ...
March 18, 2014
- The Introspective Wholesaler - SWOT Analysis Worksheet
Periodically you need to air out the brain. And to take inventory of your practice. ...
March 14, 2014
- 5 Critical Strategies That Will Make COIs Love You
"COIs only want what's in my checkbook", said the wholesaler. Maybe that's because they ...
March 10, 2014
- More Effective LinkedIn Use for Wholesalers and Advisors - A ...
We hope you know that we are huge fans of LinkedIn. In fact, we own or manage the three ...
March 10, 2014
- Feb 2014
- Can Wholesalers Turn Adversarial Advisors Into Allies? - Bob ...
"Faced with the task of persuading advisors to do what we want (sell our product), most of ...
February 25, 2014
- UPDATED: 7 Ideas For More Productive Wholesaler Office Days ...
"If I'm in my office I don't feel like I am working." This was a quote from one of our ...
February 25, 2014
- The Results: Compensation Expectations
According to our Wholesaler Masterminds® Wholesaler Opinion Poll, there is no significant ...
February 25, 2014
- 5 Powerful Reasons Wholesalers Form Partnerships
Let's face it, wholesaling can be a pretty solitary lifestyle. It's safe to say that, a ...
February 18, 2014
- The Results: What's Your Sales Outlook?
Coming off of, what was for most, a tremendous 2013 is it a surprise that wholesalers are ...
February 11, 2014
- Inside The Mind of a Barron's Top 100 FA - Jonathan Kuttin
What if you could pull back the curtain on an advisors practice and learn more about what ...
February 4, 2014
- 10 Surefire Ways Wholesalers Screw Up A Sales Meeting
Ed. note: This article was originally written by a sales manager who wishes to remain anon ...
February 4, 2014
- Jan 2014
- Advisor Drop-ins: Smart Tactic or Dumb Move?
As a wholesaler, you know your most precious commodity is time. How you manage that tim ...
January 20, 2014
- Advisors, Money and Emotions - Julie Murphy
We spend time talking to our clients about advisors, their heads, and their hearts. So ...
January 20, 2014
- 10 Irrefutable Truths About Wholesaler Likeability
Go out to Google right now and search for “People do business with people that they like” ...
January 15, 2014
- 10 Most Popular Posts You May Have Missed
You're busy. You can't possibly read every post here at Wholesaler Masterminds®. But ...
January 14, 2014
- Sell More To Make Less - The Downside Of Wholesaler Success
Oh what a year it was. One of the amazing years in which the stars aligned for most fir ...
January 7, 2014
- Just Be Better
Work out more. Lose weight. Spend more time home when I'm home. Every January ...
January 1, 2014
- Dec 2013
- 42 Ways To Kill It In 2015
Based on the 900+ hours of coaching and live presentation work we have done with our whole ...
December 16, 2013
- Nobody Cares How Much Wholesalers Know - Sam Richter
Nobody cares how much you know, until they know how much you care. ~Theodore Roosevelt ...
December 13, 2013
- 16 Things That Keep Wholesalers Awake At Night
Think in the morning. Act in the noon. Eat in the evening. Sleep in the night. ~ William ...
December 5, 2013
- 14 Characteristics Of The Memorable Wholesaler (Part One)
Another suit, in another office, carrying another brief case. Look in the mirror and te ...
December 3, 2013
- The Wholesaler Who's Waiting
Some wholesalers spend their entire careers waiting. Waiting for the better job to move ...
December 2, 2013
- Nov 2013
- Unbreakable Laws of Wholesaling - Jeffrey Gitomer
In case you are not familiar with his succession of NY Time's Best Sellers - including the ...
November 27, 2013
- Use Feedly To Be A Better Student Of The Business
Great wholesalers are expert at consuming the mass volumes of information that are require ...
November 26, 2013
- More How To Work A Room® - Susan RoAne
How often do you eagerly anticipate that next advisor event where it's you and 30-50 of th ...
November 13, 2013
- What Makes A Bad Wholesaler?
In an Ignites article titled What Makes a Bad Wholesaler? Poor Listening Skills, the resul ...
November 8, 2013
- Oct 2013
- Advanced Wholesaler Technique: The 8 Benefits of Forward Sch ...
Some skills that wholesalers employ really separate the men from the boys, the posers from ...
October 28, 2013
- One Simple Question
The granularity and productivity of the discussions we get into with our most seasoned and ...
October 18, 2013
- Great Wholesalers Make Change Work - Randy Pennington
Randy Pennington says, "Extinction is the result when you are born without the ability to ...
October 15, 2013
- Wholesalers Need To Grow a Pair - Larry Winget
Based on the book titles alone you know that our guest for this episode of Wholesaler Mast ...
October 4, 2013
- The Offensive Wholesaler - 5 Tactics To Keep Appointments on ...
You've got your appointment agenda in hand. You have time blocked your meeting to insur ...
October 1, 2013
- Sep 2013
- No More Wholesaler Excuses - Sam Silverstein
We wrote The Responsible Wholesaler after a conversation with a wholesaler who had been le ...
September 18, 2013
- Yes, Top Producers Can Get Fired Too
Some wholesalers are under the impression that great production is all that matters. Ma ...
September 10, 2013
- The Wholesaler's Fred Factor - Mark Sanborn
Some folks would think that delivering mail for a living is about the most undifferentiate ...
September 9, 2013
- 14 Ninja Ways Great Wholesalers Use Google
Yes, Google is the world's number one search site. But it's also so much more. Learn ...
September 3, 2013
- Aug 2013
- One Way Wholesalers Can Find More 'Me' Time
One of the big problems with trying to find some "me" time as a wholesaler is the endless ...
August 27, 2013
- Are You A Behaviorally Smart Wholesaler? with Peggy Mengel
“We don’t see things as they are, we see them as we are.” - Anais Nin Peggy and I go wa ...
August 26, 2013
- Of Internals, Aged Port, and Fine Cigars
$100 snifters of port. $60 cigars. Fond memories of 57 E. 57th Street. To the ...
August 26, 2013
- A Wholesaler's Heart
We work in a sometimes heartless business. Viciously competitive. Bottom line focuse ...
August 19, 2013
- Amazing Wholesaler Success Described in 4 Words
Wholesaler in Texas rockets from doing $3.7 million a month to doing $18 million per month ...
August 8, 2013
- Creating Powerful Wholesaler First Impressions - Bill Acheso ...
Would you agree that first impressions mean everything in our business? It's fair to sa ...
August 6, 2013
- Jul 2013
- The Tactical Wholesaler - A Better Sales Meeting Experience
If you are like most wholesalers, you arrive at your next sales meeting anxious to see the ...
July 25, 2013
- 5 Calls Wholesalers Need To Start Making
What are you doing between appointments? Some wholesalers are enjoying an ice cold beve ...
July 19, 2013
- Distraction Proof Wholesaling - Paul Kingsman
We wholesalers are easily distracted, wouldn't you agree? Speaking from personal experi ...
July 16, 2013
- The Responsible Wholesaler
It wasn't the home office's fault. It wasn't something your internal did. Your b ...
July 8, 2013
- Jun 2013
- Talking About Death Won't Kill You - Amy Florian
We have all been there. You walk into an appointment with an advisor only to find out t ...
June 26, 2013
- 11 Key Reasons Internal Wholesalers Get Promoted To External ...
You are itching to become an external wholesaler. You’ve been on the phone for ________ ...
June 24, 2013
- 7 Steps Great Wholesalers Take When Markets Correct
Whoa - it's been quite a bull ride. And while nobody knows for sure where this market w ...
June 20, 2013
- The Wholesaler Who Can't Say No
As wholesalers we like to please, right? That means saying yes - a lot. Can you ...
June 13, 2013
- The Rules of Wholesaler Networking - Michael Goldberg
Have you ever wondered how to maximize your conference attendance, especially when it come ...
June 5, 2013
- 2 Things That Separate The Average Wholesaler From The Maste ...
We received a terrific question from a coaching prospect last week. He asked, "Simply p ...
June 4, 2013
- May 2013
- The Happy Wholesaler
Clients often lament their lack of work life balance. And as an industry this i ...
May 28, 2013
- One Absolutely Foolproof Way Great Wholesalers Stay Out of T ...
All day, everyday, I work with wholesalers who are laser focused on being the best at thei ...
May 21, 2013
- The Master Negotiator aka Wholesaler - Greg Williams
There isn't a day that goes by that great wholesalers aren't negotiating something. A f ...
May 21, 2013
- 6 Ways To Keep Your Clients Yours
I want your best client. After all, if they are good enough for you and your firm, they ...
May 20, 2013
- Wholesalers: Stay Away From Shiny Objects
Wholesalers are the quintessential Type A group. Which, as reminder, means: ...
May 14, 2013
- The Give and Take of Your Next Sales Meeting
Chances are your next divisional or national meeting is just around the corner. And mos ...
May 6, 2013
- A Wholesaler Walks Into A Bar...... - Dale Irvin
We work in a serious business. But that doesn't mean we have to take ourselves too seri ...
May 2, 2013
- Apr 2013
- Inside a Wholesaler's Head
Is there a constant, endless stream of business thoughts cascading through your head? ...
April 18, 2013
- The Wholesaler's Big Blown Opportunity
If you have wholesaled long enough you know that there are years where the stars just ...
April 16, 2013
- 7 Ways To Get Past Your Production Plateau
Your goal for the year is set. You have in your business plan to scale up productio ...
April 11, 2013
- The Comfortable Wholesaler
Old couches: Worn and tattered on the arms. Exceedingly comfortable. Slee ...
April 9, 2013
- How Wholesalers Turn Setbacks Into Greenbacks - Willie Jolle ...
He was called "The Secret Weapon Ford Motor Company Used in Their Incredible "Comeback!" b ...
April 9, 2013
- Prevent Wholesaler Drowning By Avoiding The Sea of Sameness
Your PVP - Peerless Value Proposition® is the most powerful tool you have in the fight to ...
April 2, 2013
- Mar 2013
- How Wholesalers Assist Advisors With Branding - Kimberly Bor ...
One great PVP - Peerless Value Proposition® that our clients develop is assisting financia ...
March 26, 2013
- The Consistently Consistent Wholesaler
con·sist·en·cy noun: The achievement of a level of performance that does not vary greatly ...
March 19, 2013
- The Wholesaler's Curse of Conformity - Dan Richards
You know we are fanatics for helping you stay out of the rough waters of the wholesaler se ...
March 13, 2013
- One Cure For The Stressed Out Wholesaler
Does this sound like you? There are not enough hours in the day. You're burned out f ...
March 5, 2013
- Feb 2013
- Former Merrill Insider Speaks About Wholesalers - Dave Mulle ...
For this episode of Wholesaler Masterminds Radio we found you a former insider. One who ...
February 26, 2013
- Your LinkedIn Profile Might Suck If...
We are on LinkedIn every day. Multiple times per day. And we have seen every conceiv ...
February 20, 2013
- Great Wholesalers Hate Losing More Than They Love Winning - ...
Sports and life lessons? Sports and business lessons? Yes and yes. And who better ...
February 8, 2013
- Five Ways To Detect If Advisors Are Lying
You run into it all the time. The advisor that promises the moon. And delivers nothi ...
February 7, 2013
- The Bane of the Wholesaler's Existence: The Entitled Advisor
We get all kinds of email from our readers. And the one we received recently, excerpted ...
February 1, 2013
- Jan 2013
- Wholesalers Should Give Their Clients The Platinum Treatment
In the Winter 2013 issue of the American College's Wealth Channel Magazine we did a story ...
January 29, 2013
- 12 Ways Wholesalers Succeed at FPA Meetings
You've been approached by a local Financial Planning Association (FPA) chapter to sponsor ...
January 22, 2013
- Can Wholesalers Effectively Use Loyalty Programs? - Shep Hyk ...
Your favorite airline has one. Your favorite hotel has one. In fact, it's hard to fi ...
January 21, 2013
- Advisor Elephant Hunting: Use LinkedIn to Get References and ...
One of the things we work on with our Wholesaler Masterminds Coaching clients is how to ef ...
January 14, 2013
- Why Wholesalers Should Take The Stairs - Rory Vaden
Wholesalers, are you looking for the path that is most convenient? Or are you looking f ...
January 4, 2013
- Ready To Shatter The Year Ahead? You'll Need These 5 Great W ...
Fiscal cliff. No fiscal cliff Another calamity du jour. And you know Yogi Ber ...
January 2, 2013
- Dec 2012
- 17 Questions Wholesalers Should Ask Themselves to Have a Car ...
What skills will it take to achieve your best year yet? Here's 17 worthy of serious con ...
December 27, 2012
- How Can Wholesalers Become a Category of One? - Joe Calloway
What are the best practices of the best companies? How do you set yourself apart from y ...
December 18, 2012
- 6 Things You Might Be Doing To Piss Off Advisors
We picked up a comment left on a story at Ignites.com that caught our eye. The Ignites ...
December 11, 2012
- 9 What Ifs: The Great Wholesaler's Approach To National Sale ...
Between the years of carrying the bag and the years in management we, like you, have been ...
December 6, 2012
- Exactly What Do Financial Advisors Want From Wholesalers? - ...
The next best thing to getting into the brain of the financial advisor you wish to serve i ...
December 4, 2012
- 6 Ways Wholesalers Can Market Like Coca-Cola
What if you had the ability to become the Coca-Cola of your region? A force so large th ...
December 1, 2012
- Nov 2012
- One Great Sales Idea
Look at your bookshelf right now. I'll bet you can tell, in the event the book was a gi ...
November 19, 2012
- Improving Wholesaler Presentation Skills - Alan Parisse
Frequently we get asked about wholesalers and their ability to be more effective in front ...
November 14, 2012
- A Wholesaler's Best Practices Gap
Yesterday I was speaking to a coaching client that I've had the privilege of working with ...
November 13, 2012
- The Wholesaler's Three in '13
Along the path of your business planning you'll be asked for (or should be asked for) your ...
November 6, 2012
- The Wholesaler's Commitment To Service
In the most recent Wealth Channel magazine from The American College we were asked to prov ...
November 1, 2012
- A View From The Wholesaler's Passenger Seat - Dr. Bob Froehl ...
Who's been riding in your passenger seat lately? Your boss? Your internal? Perha ...
November 1, 2012
- Oct 2012
- 9 What Ifs: A Wholesaler's Approach To Working Conferences
We frequently speak to wholesalers about their effectiveness at advisor conferences. An ...
October 23, 2012
- 16 Wholesaler Business Planning Resources
Over the years we have written a bunch of posts that speak to both year end activities and ...
October 16, 2012
- Should Wholesalers Be Clever Or Kind? - Mike Robbins
Kindness can win new fans for wholesalers. Mike Robbins reflects on that and much more ...
October 15, 2012
- Mutiny On The Wholesaler Bounty: Why Firms Need To Reevaluat ...
There is a storm brewing. The darkest clouds are forming at the confluence of new schoo ...
October 9, 2012
- How Great Wholesalers Get The Appointment Without Leading Wi ...
A reader of this blog and student of the Wholesaler Email Clinic writes to us: "How you ...
October 4, 2012
- How Can Wholesalers Profit From Advisor Uncertainty? - Danie ...
Who will be the next president? What will fiscal policy be in 2013? How will the eco ...
October 2, 2012
- Sep 2012
- 12 Traits Of Your Preferred Advisor Profile
Have you thought about who your ideal client is? When you're trying to wade through an ...
September 25, 2012
- Wholesaler Work Ethic and Entitlement - Eric Chester
Great wholesalers have the ability to be introspective about their business and their appr ...
September 17, 2012
- Do Advisors Prefer Emails or Phone Calls to Schedule Wholesa ...
The email versus phone call question was just one of the questions we asked recently in a ...
September 13, 2012
- Make a Fortune, Have a Life, or Both?
We have great clients at Wholesaler Masterminds and they always get me thinking. Last w ...
September 4, 2012
- Aug 2012
- 4 Pillars of Profitable Wholesaler Networking - Allison Grah ...
Great wholesalers are often great networkers. In the event that doesn't describe you, w ...
August 23, 2012
- UPDATED: Now 84 iPhone and iPad Apps Wholesalers Can Use!
There was a thread recently started at LinkedIn in the Wholesaler Masterminds Group about ...
August 20, 2012
- Wholesaler Energy and Positivity - Jon Gordon
Last year I was introduced to The Energy Bus and Jon Gordon from a coaching client of mine ...
August 9, 2012
- Breaking News: 12 Signs of Wholesaling Life Found on Mars!
NASA's rover Curiosity successfully carried out a complicated landing on Mars and most ast ...
August 6, 2012
- The Four C's of the Legendary Wholesaler
My wholesaling experience goes back to the dark ages. Yes, it was BC - Before Cell. ...
August 1, 2012
- Jul 2012
- Conducting Super Successful Advisor Appointments
You finally score that appointment with that advisor that you covet and, amid the anxiet ...
July 25, 2012
- Great Wholesalers Do It Well And Make It Fun - Ron Culberson
We work in a serious business. And we don't have to be so serious. That's one of the ...
July 24, 2012
- 11 Ways Wholesalers Are Deluding Themselves
A post at Business Insider titled 21 Ways You Are Deluding Yourself gave us pause for thou ...
July 17, 2012
- The Internal Who Used To Work For Ronco
If you are a reader of the Sunday Night Email (and if you're not sign up in the sidebar) y ...
July 12, 2012
- 3 Things Wholesalers Do To Impress Home Office Visitors
Recently a coaching client informed me that he had his boss coming for a ride-along. My ...
July 2, 2012
- Wholesaler Do More Business When They Lead From The Heart - ...
Is bringing the heart into the conversation too soft a concept for the hard nosed financia ...
July 2, 2012
- Jun 2012
- Some Wholesalers Are Like Stale Real Estate Listings
Are you gunning for a promotion? Perhaps you are an internal who desperately wants to g ...
June 19, 2012
- What Do Advisors Need From Wholesalers? - Frank Maselli
The relationships we have with advisors are indeed tricky. Some would say it's a bit of ...
June 18, 2012
- How Can Wholesalers Generate More Advisor Referrals? - Bill ...
Most wholesalers say that they wish they could generate more business through referrals. ...
June 8, 2012
- 8 Ways Wholesalers Succeed With COIs
While preparing a story for I Carry The Bag..the official magazine of wholesaling we inter ...
June 5, 2012
- May 2012
- 8 Ways Great Wholesalers Prepare For Vacation
Beaches. Sightseeing. Adult beverages at breakfast. If you are reading this t ...
May 29, 2012
- 15 Lessons Learned From My Coaching Clients
Whether they are senior leaders looking to sort through the maze of corporate back alleys, ...
May 21, 2012
- Are Wholesalers Emotionally Fit? - Dr. Barton Goldsmith
Wholesaling demands that you be fit physically and emotionally. Welcome Dr. Barton Gold ...
May 17, 2012
- 12 Numbers For Wholesalers To Obsess About Besides Productio ...
Are wholesalers focused on the wrong numbers? Yes, dollars in the door - gross tonnage ...
May 15, 2012
- And The Wholesaler Said, "Enough About Me, Let's Talk About ...
At a recent 2 hour workshop session for a group of wholesalers, one of the activities we d ...
May 8, 2012
- Wholesalers Need To Suck Before They Soar - Theo Androus
If you are like a lot of wholesalers, or just plain human, you likely spend too much time ...
May 1, 2012
- Apr 2012
- Stats For Wholesalers Who Send Emails
In our coaching and live appearances we speak about the power of email marketing for whole ...
April 30, 2012
- 23 Great Quotes For Wholesalers
Quotes are great. They get you to think. Have the ability to inspire. Give you a ...
April 24, 2012
- UPDATED: An Even Faster and Still Free Way For Wholesalers T ...
Do you get dirty in the data? If you have used the Wholesaler Masterminds Rotation Buil ...
April 19, 2012
- 5 Ways For Wholesalers To Cope With Feeling Overwhelmed
Wholesalers are BUSY folks. Scheduling your appointments. Making travel plans. ...
April 17, 2012
- Why Do Wholesalers (And Their Leaders) Stay In Jobs They Dis ...
Big question. And recently one that has come up more than once with my coaching clients ...
April 10, 2012
- Are Wholesalers Getting to The Question Behind The Question? ...
A number of years ago I hired a speaker to address a group of financial advisors. His m ...
April 5, 2012
- The Allure of The Filler Appointment
The demands on a wholesaler are great. Both from the advisors they serve and the manage ...
April 3, 2012
- Mar 2012
- The Collapse of Wholesaler Distinction - Scott McKain
We speak, write and coach about it endlessly. Wholesalers navigating the treacherous wa ...
March 27, 2012
- Wholesaling Chicken or Wholesaling Egg? - The Epilogue
In our Sunday Night Email (sign up over in the sidebar to join 10,000 of your peers that r ...
March 26, 2012
- Wholesaler Ego: Be A Servant Not A Celebrity
We work in a industry that is filled with egos. Big egos. Hell, one of my favori ...
March 20, 2012
- Wholesalers Need to Get Dirty in the Data - Steve DeLano
Too many years ago to count I was at a wholesaler meeting where our firm had enlisted the ...
March 19, 2012
- Are You A Prehistoric Wholesaler?
A senior leader of distribution that we were interviewing for the next issue of I Carry Th ...
March 13, 2012
- Advisor ADHD: Are Wholesalers Being Heard? - Maribeth Kuzmes ...
The speed at which information is coming at financial advisors today is unprecedented. ...
March 8, 2012
- Feb 2012
- Can You Swim in the Deep End of the Wholesaling Pool?
We speak A LOT about PVP – Peerless Value Proposition®. Our coaching calls, speaking en ...
February 29, 2012
- No One Understands A Wholesaler
25 years in Distribution and my friends and family cannot describe what I do! ...
February 24, 2012
- Wholesaler Entertaining Dilemma: Wine And Food Pairing
Some things just obviously go together. Cream and coffee. Summer and the beach. ...
February 20, 2012
- One Completely Ridiculous Reason Advisors Tune Wholesalers O ...
NOTE: Wholesalers - when you are done reading this send it to your boss and your marketing ...
February 10, 2012
- 3 Ways Wholesalers Can Have More Productive Advisor Meetings
Come on admit it. We've all done it. You have every intention of staying on track du ...
February 8, 2012
- 23 Client Event Ideas For Wholesalers To Use With Advisors
Pulling off a successful client event is no easy task. And we've been getting a lot of ...
February 2, 2012
- Jan 2012
- Wholesaler Talent Is Overrated - Geoff Colvin
How do great actors collect Academy Awards? How do legendary comics fill 25,000 seat ar ...
January 30, 2012
- Wholesaler Dilemmas - Your Questions Answered
We've received some great questions via email, as well as in our live events lately, so we ...
January 24, 2012
- How To Become A Preferred Wholesaler - Matt Oechsli
Wholesalers are a dime a dozen. Preferred wholesalers are damn hard to find. Do ...
January 16, 2012
- 10 Reasons Why Wholesalers Love Their Internals...Or Not
The reality is I was both fortunate and lucky. Fortunate because out of the 5 internal ...
January 12, 2012
- 10 Better Questions Hiring Managers Can Ask Of Wholesaling C ...
Many years ago when I started in management and needed to conduct my first wholesaler inte ...
January 10, 2012
- Wholesalers Are Feeling Optimistic As The New Year Unfolds
We ran a quick survey in two different wholesaler groups on LinkedIn to find out how whole ...
January 9, 2012
- Things That Wholesalers In Job Transition Should Know
If you are a wholesaler in transition then you might know that the road to working with an ...
January 6, 2012
- How Do Wholesalers Build Loyalty With Advisors? - Shep Hyken
On a LinkedIn Group I saw the following comment and knew that, as a community of wholesale ...
January 6, 2012
- The Dreaded Wholesaler
We are not sure where this video originated - but it contains many kernels of truth. ...
January 4, 2012
- Dec 2011
- There's Always A Crack In The Door For Wholesalers To Get Th ...
Back in October I spoke at the CFDD Conference in Chicago. I was asked by Ross Marino a ...
December 15, 2011
- 11 Things Wholesalers Must Do To Ensure A Long And Successfu ...
At a recent conference I met a long tenured wholesaler who spoke about a list he created t ...
December 9, 2011
- The 800 Pound Wholesaler - Bill Guertin
Quick. Tell me where you rank, marketshare wise, at your Top 5 focus firms/accounts. ...
December 7, 2011
- 5 Ways Wholesalers Develop More Openable And Readable Emails
How many emails do you get in a day? A week? How backlogged are you in reading them? ...
December 5, 2011
- Nov 2011
- What Can Wholesalers Do When There's Too Much To Do? - Laura ...
Wholesaling and hamster wheels are too much alike. It seems that the finish line just k ...
November 25, 2011
- 37 Rules for Wholesalers (and counting)...
This post used to be called A Lot More Than 10 Rules for Wholesalers. An odd title for ...
November 14, 2011
- 5 Ways Financial Advisors Partner With Wholesalers
Recently the folks at Rekon Intelligence asked me to host, and be the master of ceremonies ...
November 9, 2011
- The Advisor's Door Is Wide Open, So Why Aren't You Walking T ...
You know the game in sales. You look for a crack in the door, wedge your foot in, and t ...
November 8, 2011
- Trends That Will Affect Wholesalers and Their Leaders - Lee ...
What does the future hold for those of us that make our living in distribution? What ar ...
November 7, 2011
- 40 Adjectives That Describe Great Wholesalers
Today I was working with a coaching client as they prepared for a big interview. It rem ...
November 5, 2011
- Oct 2011
- What Financial Advisors Want From Wholesalers - Ross Marino
What exactly do financial advisors want from wholesalers? On a previous Wholesaler Mast ...
October 29, 2011
- Five Ways Advisors Can Use Wholesalers to Get to Their Own R ...
This article is from the Fall 2011 issue of The American College's Wealth Channel Magazine ...
October 25, 2011
- 3 Ways Wholesalers Can Influence Advisors - Steven Gaffney
Can open and honest communication increase your business? Can you influence advisors wi ...
October 24, 2011
- Run Your Territory Like A Business, Not A Clubhouse
Denver, lunch with Al. Boise, cocktails with Lou. Salt Lake City, dinner with Paul. ...
October 20, 2011
- How Wholesalers Build Confidence By Developing Their PVP - P ...
Maybe you are a seasoned veteran that has lost a bit of your moxie. Maybe you are a you ...
October 13, 2011
- 2 Ways Wholesalers Can Earn More Corner Office Business - Ha ...
The coveted corner office advsior. Whether the term is used metaphorically or literally ...
October 11, 2011
- Great Wholesalers Succeed In Any Market - Mark Sanborn
Many of you have been wholesaling for a long time. And, if you are like me, you are exp ...
October 6, 2011
- The One About The Spineless Wholesaler
Too many wholesalers are spineless. There, I said it. How often has this happened to ...
October 6, 2011
- Sep 2011
- 4 Things That Advisors Need From Wholesalers In Today's Mark ...
An old friend, former wholesaler and current senior leader at a large mutual funds distrib ...
September 29, 2011
- 8 Ways Wholesalers Can Improve Their Presentation Skills
Recently I attended an event that afforded me an opportunity to hear seven 30-minute whole ...
September 22, 2011
- The Typical Wholesaler vs The Great Wholesaler - An Infograp ...
The simple fact is that I get to coach truly outstanding folks. Today, in a discussion ...
September 21, 2011
- Dear Wholesalers, It's Not About You - Bob Burg
Years ago there was a running joke that I had with a friend in our business. As we woul ...
September 19, 2011
- How Much Love Should Wholesalers Give To Top Producers?
I had a boss that always used to say, "Your best clients are your competitors best prospec ...
September 16, 2011
- Wholesalers: Put Down The Cheeseburger And Slowly Back Away ...
Ever heard of the freshman 15? While you may be associating this weight gain phenomenon ...
September 12, 2011
- What's Your Wholesaler Schmooze Quotient? - Susan RoAne
Wholesalers are paid to be great sales professionals and professional schmoozers. Who b ...
September 1, 2011
- Aug 2011
- How Can Wholesalers Avoid Feeling Like A Victim In A Turbule ...
How much do economic events affect your state of mind? When your product isn't living u ...
August 18, 2011
- It's O.K. To Use Your Cell Phone In The Restroom - Jeff Have ...
After the week that was August 8-12, 2011 you're likely in need of some comic relief. A ...
August 12, 2011
- 5 Ways Wholesalers Can Reduce Stress - Life Coach Mary Allen
Oh my what a week it has been! If you have emotional (and financial) whiplash from the ...
August 11, 2011
- 8 Wholesaler Reads To Help You Craft Your S&P Downgrade and ...
Hopefully you have had a chance to read the post from last week entitled CNBC Says The Sky ...
August 8, 2011
- CNBC Says The Sky Is Falling, Again - What Are 7 Things A Wh ...
Note: While written in 2011, the advice still holds true today! Guilty as charged. E ...
August 4, 2011
- Jul 2011
- 16 Essential Wholesaler Travel Website Resources
When I worked in corporate America, and since I had a big job, I had access to the "execut ...
July 31, 2011
- 3 Keys To Motivating Advisors To Buy - JB Bush
Wholesaler are always asking us how to shorten the sales cycle and get advisors to 'buy' t ...
July 21, 2011
- 7 Ways Wholesalers Can Survive A Manager Ride-Along Visit
You get the call that your manager is coming to town and expects to ride shotgun with you ...
July 17, 2011
- Conducting Wildly Successful Wholesaler Sponsored Wine Event ...
Perhaps you know that I Carry The Bag covers the art, science and lifestyle of wholesaling ...
July 7, 2011
- Jun 2011
- Schmeeks, Formally Known As Wholesalers
At the recent Morningstar Conference in Chicago I ran into a number of attendees that simp ...
June 24, 2011
- 3 Reasons Why Wholesalers Stray From The Basics - Don Connel ...
My friend Ron accuses me, rightly so, of having "shiny object syndrome" (listen to the int ...
June 22, 2011
- Nine Things Successful People Do Differently - Dr. Heidi Gra ...
If you have ever read the Harvard Business Review blog (and if you don't, you should) you ...
June 14, 2011
- Can I See Your ID?
After a delay and cancellation riddled, 20+ plus hour, journey to get from ORD to SNA afte ...
June 10, 2011
- 6 Checkpoint Topics For Wholesalers To Discuss With Advisors
We've long been advocates of having beginning of the year formal, sit down, business plann ...
June 2, 2011
- Bank Wholesalers Can Improve Their Branch Referral Training ...
Does this sound remotely familiar to you? You know that you need to bring more value to ...
June 1, 2011
- May 2011
- 11 Reasons Great Wholesalers Leap Out Of Bed In The Morning
You and I both know that wholesaling is one of the best gigs ever created. And I'll bet ...
May 22, 2011
- Stop Recreating the Wheel:The Purpose of Repurposing
Wholesalers, repeat this mantra after me: I will repurpose content, I will repurpose conte ...
May 13, 2011
- Wholesalers Should Never Show Advisors Their 6th Toe
"Your best client is also your competitor's best prospect!" That was the familiar refra ...
May 5, 2011
- 9 Most Popular Posts For April 2011
You may have missed a post or two so why not dig in? Here are the most popular posts fr ...
May 2, 2011
- Apr 2011
- 17 Tools Wholesalers Can Use To Get Geeky With Advisors
I remember the first time we deployed laptops to our salesforce (yes, it's a while ago) an ...
April 23, 2011
- How Can Wholesalers Sell To Crazy Busy Advisors? - Jill Konr ...
You're busy. I'm busy. The advisors that we covet are busy. How can wholesalers w ...
April 18, 2011
- Four Meetings, Save a Life, Dinner With Rep - Just Another D ...
Recently on LinkedIn and this website we put out the call for outrageous stories from whol ...
April 13, 2011
- 21 Ways Wholesalers Can Shorten The Sales Cycle With Advisor ...
We've all been there. One visit leads to five and still not one ticket. What's a wel ...
April 8, 2011
- 7 Most Popular Posts in March 2011
Here are the 7 most popular posts your peers were reading in the month of March: Newsf ...
April 1, 2011
- Mar 2011
- 5 Ways Wholesalers Endear Themselves to Advisors For Life
Earlier this month I had the opportunity to present a wholesaler workshop along side Craig ...
March 30, 2011
- The Only Three Things A Wholesaler Has To Offer
A divisional manager coaching client was telling me about an activity he was doing with CO ...
March 25, 2011
- The Results Part 2 - Wholesaler Survey 2011
In 2009 Wholesaler Masterminds began to survey the wholesaling community. Given the signif ...
March 18, 2011
- Wholesalers Shouldn’t Neglect The Movable Middle
I was in San Antonio speaking to a group of super talented wholesalers. The speaker bef ...
March 10, 2011
- 3 Tips For Wholesalers to Craft Compelling Stories
Sometimes wholesalers are not quite as good on the stage as they think they are. And some ...
March 1, 2011
- 8 Most Popular Posts: February 2011
In case you missed it, here are the most popular posts that your peers were reading during ...
March 1, 2011
- Feb 2011
- Wholesaler Survey 2011 - The Results: Part One
Last year Wholesaler Masterminds began to survey the wholesaling community. Given the sign ...
February 16, 2011
- Part Two - Undeniable Attributes of the Greatest Wholesalers
In part one of the series we highlighted five of the attributes of the greatest wholesaler ...
February 9, 2011
- The 3 Dumbest Telephone Mistakes Wholesalers Make - Art Sobc ...
In the Spring 2011 issue of I Carry The Bag...the official magazine of wholesaling Art Sob ...
February 2, 2011
- Jan 2011
- How To Hire A Wholesaler Coach
There are tens of thousand of coaches practicing today. Each comes with a unique set of q ...
January 31, 2011
- Three Impactful Sales Strategies For Wholesalers - Anthony I ...
Our goal at Wholesaler Masterminds Radio is to bring you short, insightful, actionable int ...
January 26, 2011
- Inside the Mind of the Financial Advisor with Bill Smith
Wholesalers, what if you had a window into the minds of your financial advisors and better ...
January 19, 2011
- Wholesaler Lessons From A Meltdown
When I speak to live audiences I ask them, as a part of discussing The Five New Realities, ...
January 18, 2011
- 2011 Wholesaler Satisfaction Survey
It's time for the second annual Wholesaler Satisfaction Survey. For the 2011 edition we ha ...
January 9, 2011
- Wholesaler Time Management - Interview with Laura Stack
The number one issue I hear in Wholesaler Masterminds coaching is the challenge wholesaler ...
January 7, 2011
- Dec 2010
- Top 10 Posts of 2010
Oh my, what a year it's been. Thanks to you we are the most trafficked site on the inte ...
December 30, 2010
- 8 Easy Ways Wholesalers Use Voicemail as a Powerful Sales To ...
Every week I call wholesalers at a host of firms, in virtually all channels, and I continu ...
December 30, 2010
- Advisors to Wholesalers: Stop Pushing Product! - Kip Gregory
In this episode of Wholesaler Masterminds Radio Kip Gregory talks about the importance of ...
December 15, 2010
- Wholesalers Need To Find More Time To Appreciate The Good St ...
Most wholesalers are so busy crushing it every day that they don't even take time to appre ...
December 9, 2010
- Undeniable Attributes of the Greatest Wholesalers – Part One
You may have seen the post that WholesalerBriefcase.com wrote about the Wholesaler Lifetim ...
December 3, 2010
- Nov 2010
- Are You Willing To Go Over The Top? – Linda Lubitz
I Carry The Bag was at the 2010 Schwab IMPACT conference, along with 3000 attendees and ve ...
November 29, 2010
- 25 Entertaining Ideas Wholesalers Use With Advisors
Recent Wholesaler Masterminds calls have focused on entertaining. In the process we ass ...
November 21, 2010
- 7 Ways To Get A New Internal Wholesaler Off To A Fast Start
Perhaps you have heard the saying: "Behind every successful man is a woman." Or, as ...
November 14, 2010
- 5 Things To Not Do At Your Next Conference
Last week at Schwab IMPACT I met a cadre of unbelievable wholesaling professionals. Yet th ...
November 3, 2010
- Oct 2010
- Two Great Conference Display Booth Ideas
Man it's hard to stand out at a conference. How do you attempt to separate yourself and ...
October 28, 2010
- Wholesaler Masterminds Radio: Deeper COI Relationships
Playing off of the wildly popular post 5 Things to Do to Make COIs Love You, in the Winter ...
October 28, 2010
- Sep 2010
- A Wholesaler's Second Chance
At the beginning of every quarter I ask my coaching clients what successes they were most ...
September 24, 2010
- Great Wholesalers Don't Disrespect Others
CAUTION: RANT AHEAD Last week I was at the Birmingham Marriott for a speaking engagem ...
September 19, 2010
- Aug 2010
- Bud Fox Style Elephant Hunting
Yeah! Woooo! I just bagged the elephant! - Bud Fox, Wallstreet (1987) Admit it. You ha ...
August 12, 2010
- Take The Less Traveled Wholesaling Road
Do you find yourself following in the footsteps of every other wholesaler in your region? ...
August 5, 2010
- Jul 2010
- How Valuable Is Candid Feedback?
All faults may be forgiven of him who has perfect candor. Walt Whitman Have you ever b ...
July 29, 2010
- FundFire Survey Uncovers Wholesaler Weaknesses and Opportuni ...
In mid July FundFire ran the results of a survey aimed at understanding "ways managers can ...
July 22, 2010
- Confessions of a Wholesaling Workaholic
Guilty as charged – and that's all I have to say. Work consumes who I am. It defines ...
July 6, 2010
- Jun 2010
- Teleconference: Five Secrets To Attaining Wholesaling Succes ...
Why Should You Listen to the Recording? If you: Are having trouble finding balance ...
June 29, 2010
- Get More Cheeks In Rep Meeting Seats
Investment News holds a teleconference about a topic and offers CE credit for those in att ...
June 22, 2010
- What Are The Five Drivers of Wholesaler Dissatisfaction?
Unique to the profession, wholesalers frequently spend hours upon hours alone. They are dr ...
June 12, 2010
- 2013 UPDATE: (More Than) 24 Great Ideas Wholesalers Use to b ...
Updated October 2013: This year's updates are in green. Updated July 2012: This year's ...
June 2, 2010
- May 2010
- Updated for Great Wholesalers -14 Ways to Always Be Closing
"We're adding a little something to this month's sales contest. As you all know, first pri ...
May 14, 2010
- Apr 2010
- Do You Give Good Phone?
How well do you use voicemail? A lot of clients that I've been talking to recently find ...
April 13, 2010
- Mar 2010
- Why Not Just Pay Wholesalers a Salary?
Over the past three days Ignites has been running the results of a wholesaler survey they ...
March 25, 2010
- What Do You Want On Your Wholesaling Headstone?
Maybe it's in anticipation of a very significant birthday that I turn to a thought tied to ...
March 20, 2010
- Wholesaler Satisfaction Survey Results
During the month of February we ran a brief three question survey to take the pulse of who ...
March 14, 2010
- 14 Guaranteed Ways to Achieve Success With Your Internal Who ...
Most wholesalers have an Internal Wholesaler (IW) that has become a vital piece of the bus ...
March 5, 2010
- Feb 2010
- The Other 8 Wholesaling Skills Your Manager Wants You to Hav ...
Here's the follow up to the 7 Essential Wholesaling Skills Your Manager Wants You to Have ...
February 25, 2010
- Wholesalers: What Style of Communicator is Your Sales Manage ...
On a Wholesaler Masterminds call today the group and I were discussing the best ways to bu ...
February 22, 2010
- 7 Essential Wholesaling Skills Your Manager Wants You to Hav ...
Fifteen years ago I asked an outside vendor to help me and my team put together an assessm ...
February 15, 2010
- Jan 2010
- 6 Step Process: How to Craft a Story and Spin It - Become a ...
Shhh. Don't pass this around, but I never went to college. Nope, not one semester. ...
January 10, 2010
- Dec 2009
- 10 Gifts You Should Buy Yourself This Season
Great wholesalers have the right tools of the trade. With a limited number of shopping ...
December 15, 2009
- Oct 2009
- 24 Great Ideas Wholesalers Use to be More Productive…and Mem ...
Update June 1st 2010: It's been 90 days almost a full year since the first Wholesaler Mast ...
October 27, 2009
- Sep 2009
- Tell Me Where It Hurts: 10 Questions For Business Planning W ...
Business planning for the year ahead is in full swing for most wholesalers. Are you hol ...
September 14, 2009
- Aug 2009
- Are You a Wholesaling Pretender?
Most of us fly a lot. If you’re like me you usually read, listen to music, or perhaps read ...
August 24, 2009