Blog - Wholesaler Masterminds®

The Wholesaler’s Three in ’13

Along the path of your business planning you’ll be asked for (or should be asked for) your goals for the year ahead.

These lists of goals too frequently find their way into your plan but aren’t reviewed as much as they should be.

Recently we started asking this simple (not really simple) question of our Wholesaler Masterminds Coaching clients:

In the most recent Wealth Channel magazine from The American College we were asked to provide a practice management article that would be applicable to advisors and wholesalers alike.
[Read more…]

Who’s been riding in your passenger seat lately?

Your internal?

Perhaps a home office visitor?

We frequently speak to wholesalers about their effectiveness at advisor conferences.

And we have written about it too.

And here.

Recently, it has us asking what if?

Over the years we have written a bunch of posts that speak to both year end activities and planning for the year ahead.

We thought it would make sense to have much of that work in one place for your convenience.

If you read and implement even a fraction of what’s available here you’ll up your wholesaling game – guaranteed.