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Are Wholesalers Getting to The Question Behind The Question? – John Miller

wholesalers asking the right questions

A number of years ago I hired a speaker to address a group of financial advisors.

His message was impactful and struck a chord with most of the audience.

Recently while working with a coaching client, the client remarked to one of my comments, “Oh, you mean finding out the question behind the question”.

[Read more…]

10 Irrefutable Truths About Wholesaler Likeability

Go out to Google right now and search for “People do business with people that they like” and then stand back.

You’ll find 1.25 million results, and there is a broad range of opinions on both sides of the argument.

Here’s what we know to be true: we can’t name one wholesaler who is at the top of their game that got there by being unlikeable.

[Read more…]

Your Wholesaling Reality Check

Yes, the job is demanding.

Yes, the job is stressful.

Yes, it’s a job that is unparalleled when effort is measured against income.

[Read more…]

Client Service Models for Wholesalers and Their Advisors with Paul Kingsman

How many active sellers do you serve?

200? 500? 800?

How do you decide how much “love” to give, to whom, and when?

[Read more…]

Get More Cheeks In Rep Meeting Seats

Investment News holds a teleconference about a topic and offers CE credit for those in attendance.

Financial Planning Magazine offers a quick 10 question quiz at the end of the monthly issue and offers CFP, CIMA, CIMC and CPWA continuing education credit for successful completion.

You hold a meeting covering an economic update along with sales ideas and reps get…..donuts.

What do Investment News and Financial Planning know that you should too? [Read more…]

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