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You are here: Home / Blog

How Wholesalers Assist Advisors With Branding – Kimberly Bordonaro

One great PVP – Peerless Value Proposition® that our clients develop is assisting financial advisors with their marketing and the branding of their practice.

It’s a powerful opportunity to assist the advisor because most manage money well but market poorly – at best.

[Read more…]

The Impact of Change on Distribution and Wholesaling with Steven Miyao

Wholesalers hate change, after all we’re only human.

But change, and a bunch of it, continues to head our way.

How will you adapt to the change that’s coming?

[Read more…]

Wholesalers Shouldn’t Hide Their Financial Success – Kim Ann Curtin

Kim Ann Curtin Transforming Wall Street

The more you make the more disconnected you feel.

The cocktail party conversation at the neighbor’s house turns to money and you fall silent.

Truth be told, sometimes you are embarrassed by your earnings.

[Read more…]

How Great Wholesalers Get The Appointment Without Leading With Product

A reader of this blog and student of the Wholesaler Email Clinic writes to us:

“How you would formulate a meeting request email where you have no value add and [product] from a firm no one has heard of to a group of pure RIA’s?

My conundrum is I cannot lead with business building tools because I have none, I should not lead with product and there is no brand recognition to a group of folks that don’t know me from a whole in the wall. [Read more…]

What’s Your Motivation?

Understanding the emotional drive of a character.

It’s central to an actor’s performance.

Famously, Alfred Hitchcock was asked by an actor, “What’s my motivation?”

[Read more…]

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