On a LinkedIn Group I saw the following comment and knew that, as a community of wholesalers, we have a long way to go to change the perceptions of most advisors:
The Dreaded Wholesaler
We are not sure where this video originated [though the clues tell us it’s a bank advisor in Texas] – but it contains many kernels of truth.
There’s Always A Crack In The Door For Wholesalers To Get Through
Back in October I spoke at the CFDD Conference in Chicago.
I was asked by Ross Marino at Rekon Intelligence to join him on a panel that addressed how wholesalers can get access to elite financial advisors – even when they are crazy busy.
Following that engagement we interviewed Ross for Wholesaler Masterminds Radio in a segment called: What Financial Advisors Want From Wholesalers.
Now we are bringing you the audio of the email tips that we shared with the audience that day.
[Read more…]
11 Things Wholesalers Must Do To Ensure A Long And Successful Career
At a recent conference I met a long tenured wholesaler who spoke about a list he created that defined the 10 things wholesalers must do to insure a long a prosperous career.
Of course I asked him for the list.
That lead to the post A Lot More Than 10 Rules For Wholesalers.
And, after more than 25 years in wholesaling/distribution, I thought I’d create a list of my own.
The 800 Pound Wholesaler – Bill Guertin
Quick.
Tell me where you rank, marketshare wise, at your Top 5 focus firms/accounts.
Are you the dominant player?
Do you instill fear in other wholesalers?
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