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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…]

Lessons From Leaders #10: Interview with Sue Thompson, Executive Vice President and Head of SPDR Americas Distribution

How do our most senior leaders, and those that offer them consultation, feel about the direction and trajectory of our industry?

What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn?

Welcome to The New Wholesaler Masterminds Radio Show and this special series of episodes we’re calling: Lessons From Leaders

[Read more…]

How Many Times Should I Attempt To Schedule An Advisor Before Giving Up?

They are blinking brightly on your radar.

You are certain that you have solutions that they need.

And your outreach is consistently met with crickets.

[Read more…]

Conducting Super Successful Advisor Appointments

You finally score that appointment with that advisor that you covet and, amid the anxiety of wanting it to go well, you realize that your format and structure for advisor meetings, well, sucks.

Rest assured, you are not alone.

[Read more…]

Gaining Commitments and Closing – Anthony Iannarino

You develop rapport with your advisor prospect.

You ask insightful questions.

You tell a fine product story.

And then?

[Read more…]

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