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Sales Trap: Chasing One Hit Wonders

As I built my book of producers for OppenheimerFunds, I was tenacious and persistent.

The more a prospect offered resistance, the harder I sold.

[Read more…]

What Keeps You Up At Night?

76 great advisor questions.

It’s the most popular download in the history of our website.

From that list of 76, one of the most popular questions wholesalers ask advisors is, “What keeps you up at night?”

[Read more…]

CNBC Says The Sky Is Falling, Again – What Are 7 Things A Wholesaler Should Do?

Note: While written in 2011, the advice still holds true today!

Guilty as charged.

Even though I am the first one to advise my clients and you to avoid the theater that is CNBC, today I had to watch the last 1/2 hour before the close.

During that time CNBC decided to go ‘commerical free’ so they could ‘cover the correction’.

Really?

Maria Bartiromo and Bill Griffeth were seen standing on the floor of the NYSE calling the last 30 minutes of trading like sports reporters at a big game.

[Read more…]

Sea of Sameness Wholesaling

It’s a dog eat dog career.

Your best client is the next wholesaler’s best prospect.

Your firm’s most innovative product concept becomes your competitors new product launch, in the blink of an eye.

[Read more…]

The Myth of Wholesaler Work Life Balance with Chris Johnson

True story.

Once upon a time, a wholesaler was so hell bent on ‘unplugging’ from all things work (email, voice mail etc.) during his family vacation that he created more stress for himself.

In the search for the holy grail of ‘work life balance’ he experienced his worst holiday ever.

Instead of chasing the unicorn, what if there was a better solution?

[Read more…]

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