Which Types Of Advisor Marketing Touches Are The Most Effective For Wholesalers?
Is email still effective?
Can speaking at broker dealer events provide the advisor eyeballs and attention you desire?
How do industry conferences rank in the hierarchy of productive wholesaler marketing activities?
The Results: Wholesaler Praise
We are glad to report that wholesalers are feeling fairly good about the praise they receive from their leaders.
And there is still room to improve.
What Makes a Great Day of Wholesaling?
Recently a Wholesaler Masterminds Coaching client asked us, “Based on your experience, and the experience of your clients, what makes for a great day of wholesaling?”
Great question.
Here’s a partial list of what makes for a great wholesaling day. [Read more…]
2013 UPDATE: (More Than) 24 Great Ideas Wholesalers Use to be More Productive – and Memorable
Updated October 2013: This year’s updates are in green.
Updated July 2012: This year’s updates are presented in burgundy
Updated July 2011: This year’s updates are presented in blue.
Update June 2010: It’s been 90 days a full year since the first Wholesaler Masterminds groups kicked off and the ideas shared on those calls have really been terrific.
The collective wisdom of these groups, freely sharing ideas, is more than most wholesalers get in 10 years of national sales conferences, divisional meetings and Friday conference calls.
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