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You are here: Home / Blog

How Can Wholesalers Deepen Their Advisor Relationships? with Anne Loehr

What’s the wholesaler formula for success?

In our writing and speaking we have identified it as IQ+EQ+CQ=MQ.

[Read more…]

Mentos, Diet Cokes and Creative Wholesaling – Steve Spangler

Do you create curiosity?

Do advisors look forward, with much anticipation, to your next visit?

How well is your brand defined?

[Read more…]

9 What Ifs: A Wholesaler’s Approach To Working Conferences

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

And we have written about it too.

Here.

And here.

Recently, it has us asking what if?

[Read more…]

Why Wholesalers Should Take The Stairs – Rory Vaden

Wholesalers, are you looking for the path that is most convenient?

Or are you looking for the magic short cut?

Well, stop.

Rory’s research tell us that “ultra performers” do the stuff that others don’t want to do.

[Read more…]

Take The Less Traveled Wholesaling Road

Do you find yourself following in the footsteps of every other wholesaler in your region?

If you have a territory, for example, that encompasses Los Angeles, do you find yourself focusing on Downtown L.A. the Westside and the South Bay because that’s where the money allegedly is?

Do you spend all your time in the recognized money centers and related suburbs of Dallas, Chicago, Seattle, New York, Atlanta?

[Read more…]

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