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…]
You’re Not Lucky She had a record sales month. She said, “I just got lucky.” He got the elephant advisor to drop a huge ticket. [Read more…]
7 Most Popular Posts in March 2011 Here are the 7 most popular posts your peers were reading in the month of March: Newsflash: Advisors Are Not Opening Your Emails The Results Part 2 – Wholesaler Survey 2011 Wholesaler Survey 2011 – The Results: Part One [Read more…]