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Good Question, Glad You Asked #4: How Do You Use Your MQ-Memorability Quotient® To Differentiate Yourself?

Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questions from a group of aspiring wholesalers who are enrolled in their firm’s training and development program.

The questions they asked are, likely, on the minds of many current and/or future wholesalers.

For that reason, we thought we’d share the questions, and his answers, with you.

[Read more…]

Exactly What Do Financial Advisors Want From Wholesalers? – Bill Bachrach

what do financial advisors want from wholesalers

The next best thing to getting into the brain of the financial advisor you wish to serve is to get next to the person who, arguably, is one of the most influential advisors to the advisor.

And you likely already know Bill Bachrach.

[Read more…]

12 Ways Wholesalers Succeed at FPA Meetings

You’ve been approached by a local Financial Planning Association (FPA) chapter to sponsor one or more meetings.

If you’re like me, part of the thought process is:

  • How many sponsors are there?
  • How will I get to participate?
  • Will I get a list of participants to market to?
  • How do I know that the money is not a giant waste of resources?

[Read more…]

Pay Yourself First

An artist in concrete.

Best in the county.

These are but two of the accolades heaped on Darrell the Concrete Guy.

[Read more…]

Great Wholesalers Are Comfortably Uncomfortable

How do you feel when:

–you’re about to pitch a new product for the first time?

–you’re called upon to speak at a national meeting – and the head of distribution is in attendance?

–you need to explain (simply) a complex concept to an advisor – having only learned about it yourself in last 24 hours?

[Read more…]

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