Blog - Wholesaler Masterminds®

How Wholesalers Can Attract a Boatload of Ideal Clients – Annette Bau

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?

When I Saw NotebookLM by Google

My brain just exploded.

Over the weekend I read about NotebookLM from Google. From their website:

“Upload PDFs, websites, YouTube videos, audio files, Google Docs, or Google Slides, and NotebookLM will summarize them and make interesting connections between topics, all powered by Gemini 2.0’s multimodal understanding capabilities.”

And while I’m still getting my head around it, check this out: I simply provided the URL of our Wholesaler Masterminds® website – and less than 5 minutes later a SIX MINUTE, two person discussion, “podcast” episode was produced.

You can give a listen here: [Read more…]

The What, Why and How of Virtual Meetings in the Coronavirus Era with Marquesa Pettway

Travel restrictions are in place and in-person advisor/COI appointments are not be possible.

So, what’s a great wholesaler to do?

Meet virtually, my friends.

[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…]

Proven Ways Wholesalers Increase Their Likeability Factor with Cam Marston

How does a wholesaler best use their understanding of generational nuances and differences to more effectively succeed with a broader array of financial advisors?

[Read more…]