Blog - Wholesaler Masterminds®

8 Ways Great Wholesalers Prepare For Vacation

Beaches.

Sightseeing.

Adult beverages at breakfast.

Perhaps you know that I Carry The Bag covers the art, science and lifestyle of wholesaling.

And wine covers all three, wouldn’t you agree?

So it stands to reason that working with your financial advisor to create a most memorable, client facing, wine event makes a ton of sense.

The problem is too many wholesalers are not quite sure where to start.

You’re a bit restless.

You have a big presentation ahead.

Or your boss’s boss is flying in to ride with you for two days.

Will emerging technologies, passive investing and fee compression kill the wholesaler?

What does the future of asset management sales look like?

What if advisors came to you, versus you “hunting” for them?

How can you begin to attract the kind of advisors that you seek for your practice?