The relationships we have with advisors are indeed tricky.
Some would say it’s a bit of a chess match.
Thankfully we have Frank Maselli, who spends a ton of time working with the advisors that we serve, to lend a few insights.
How Can Wholesalers Generate More Advisor Referrals? – Bill Cates
Most wholesalers say that they wish they could generate more business through referrals.
Yet most never ask.
Why is that?
8 Ways Wholesalers Succeed With COIs
While preparing a story for I Carry The Bag..the official magazine of wholesaling we interviewed COIs in all channels.
The scope of our learning was broad.
Here are a few tidbits (8 of more than 30) that we took away from a Merrill Lynch Complex Manager:
8 Ways Great Wholesalers Prepare For Vacation
15 Lessons Learned From My Coaching Clients
Whether they are senior leaders looking to sort through the maze of corporate back alleys, up and coming wholesaling superstars that want input and direction, out-placed executives in transition, or top decile wholesaling heavy hitters, my coaching clients provide me with lessons every time we speak.
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