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You are here: Home / Blog

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:

[Read more…]

First Call Wholesaling aka The Snapple Factor

They call it the Snapple Factor.

The credit union executive spoke about a service concept called PlusOne.

And the flagship story that exemplifies it.

[Read more…]

The Results: Wholesaler Tenacity

How tenacious are you?

We get asked quite a bit about the number of times to call on an advisor prospect.

[Read more…]

Do You Give Good Phone?

How well do you use voicemail?

A lot of clients that I’ve been talking to recently find themselves ridiculously pressed for time. Perhaps even more than normal for a wholesaler.

Maybe it has something (everything?) to do with the economy improving. [Read more…]

31 Things Your Toughest Wholesaling Competitor Won’t Tell You

If not you then who?

Who is the best known, most memorable wholesaler in your territory?

More importantly, how do they get to that lofty position?

What do they know to become (and remain) known?

[Read more…]

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