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Trends That Will Affect Wholesalers and Their Leaders – Lee Kowarski

future of distribution - wholesaler masterminds

What does the future hold for those of us that make our living in distribution?

What are the trends that will effect wholesalers, divisional managers, national sales leaders and the clients that they serve?

[Read more…]

40 Adjectives That Describe Great Wholesalers

adjectives that describe wholesalers

Today I was working with a coaching client as they prepared for a big interview.

It reminded me that for all the years I interviewed wholesalers, account managers, sales managers, internals hoping to move to external, etc. I always used the same interview questions.

And, generally speaking, most people hated them.

[Read more…]

What Financial Advisors Want From Wholesalers – Ross Marino

What exactly do financial advisors want from wholesalers?

On a previous Wholesaler Masterminds Radio show we went Inside the Mind of the Financial Advisor with Bill Smith.

[Read more…]

Five Ways Advisors Can Use Wholesalers to Get to Their Own Retirement

wholesalers help financial advisors get to retirement

This article is from the Fall 2011 issue of The American College’s Wealth Channel Magazine:

It presents ideas for advisors on how to best partner with wholesalers.

Enjoy the read.

Five Ways Advisors Can Use Wholesalers to Get to Their Own Retirement – Wealth Channel Winter 2011 by Rob Shore on Scribd

3 Ways Wholesalers Can Influence Advisors – Steven Gaffney

Is honesty the best sales policy?

Can open and honest communication increase your business?

Can you influence advisors without “authority” over them?

Is lying by omission lying?

Is there an increased need to be more honest today – and have that be a strategic business advantage?

[Read more…]

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