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DOL Fiduciary Rule Update #2: Unintended Consequences and the Decade of Advice and Value

At Wholesaler Masterminds we are committed to bringing you additional information about DOL; how you and your advisors can cope with it and profit from it.

In order to do that, we have another recognized industry expert, Stig Nybo, with us.

[Read more…]

Should I Stay or Should I Go? An Internal Wholesaler’s Dilemma

We received a GREAT question today. While we certainly have thoughts on it, we turned to LinkedIn to get YOUR thoughts. The question is:

“As an internal, who’s worked for a top firm for the past four years, looking to be an external, would you leave to become an external at a smaller firm, in a major metro territory, or stick around at my current firm for another 12-18 months to for the chance to take over a non metro area?”

What would your advice be?

[Read more…]

One Question Survey: Wholesaler Thank You Calls

From time to time we get asked about thank you calls.

Plus, we had a most interesting discussion with a wholesaler regarding how they should (or should not) make thank you calls, and to whom.

So, we ask you to answer this ONE QUESTION (we’ll publish the results here in a couple of weeks):
[Read more…]

Why Wholesalers Should Never Fly Solo – Waldo Waldman

If we’ve heard it once we’ve heard it a thousand times.

The wholesaler that exclaims, “I’m a lone wolf.”

[Read more…]

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?

[Read more…]

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