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You are here: Home / Blog

On My Mind: How Great Wholesalers Handle the Coronavirus Event and the Market Meltdown

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.

This episode: How Great Wholesalers Handle the Coronavirus Event and the Market Meltdown

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Wholesalers Should Give Their Clients The Platinum Treatment

In the Winter 2013 issue of the American College’s Wealth Channel Magazine we did a story titled “All That Glitters Is Platinum!”

Because the bar for great service continues to rise.

And, while some follow the Golden Rule, great wholesalers follow the Platinum Rule.

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107 Open-Ended Profiling Questions for Wholesalers To Ask Financial Advisors

Understanding the nuances of a financial advisor’s practice is critical.

Great wholesalers probe beyond the surface, asking thought-provoking questions to uncover the depth and breadth of an advisor’s business model, investment philosophy, client relationship strategies, and so much more.

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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?

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Nine Things Successful People Do Differently – Dr. Heidi Grant Halvorson

If you have ever read the Harvard Business Review blog (and if you don’t, you should) you may have seen a post from February 2011 entitled Nine Things Successful People Do Differently written by Dr. Heidi Grant Halvorson.

[Read more…]

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