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Creative Advisor Relationship Acquisition and Development Strategies with Dave Maloney and Mark Spina

Depending on what you read or who you follow, the fate of the wholesaler is perilous.

With team structures and investment platforms becoming the preferred operating model for so many advisors, how does today’s wholesaler successfully harvest, deepen and retain key advisor relationships?

We’ve brought together two special guests to address just that.

[Read more…]

What’s Your Motivation?

Understanding the emotional drive of a character.

It’s central to an actor’s performance.

Famously, Alfred Hitchcock was asked by an actor, “What’s my motivation?”

[Read more…]

On My Mind: What’s Next?

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.

This episode: What’s Next?

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How Not to Burn Wholesaling Bridges [What Every Wholesaler Should Know About Recruitment Calls]

What Every Wholesaler Should Know About Recruitment Calls

You’re screaming down [insert freeway, highway or byway name here] and your caller id flashes an unfamiliar number.

After your next appointment, you listen to voicemail.

On the other end of the line is a National Sales Manager or Divisional Sales Manager from a competing firm (or a recruiter representing that same firm).

In their message, they explain that they have an opening for which you might be a great fit.

What does the great wholesaler do?

[Read more…]

Banned From An Advisor’s Office

Dumbfounded and disappointed.

As I listened to the Barron’s Top 100 Advisor tell me their story, my brain cycled through both of these emotions.

My question was designed to better understand how as wholesalers we may rub advisors the wrong way.

[Read more…]

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