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You are here: Home / Blog

Wholesalers Should Never Show Advisors Their 6th Toe

“Your best client is also your competitor’s best prospect!”

That was the familiar refrain we used to hear from our sales manager.

And, of course, she was right.

So what can you do to make sure that your top producers remain YOUR top producers?

There is a list of things, and we’ll cover more in later posts, but the #1 suggestion is:

[Read more…]

Never Be Average Wholesaling with Tim McCormick

Another suit.

In another office.

Carrying another briefcase.

[Read more…]

A View From The Wholesaler’s Passenger Seat – Dr. Bob Froehlich

Who’s been riding in your passenger seat lately?

Your boss? [also read: 7 Ways Wholesalers Can Survive A Manager Ride Along Visit]

Your internal?

Perhaps a home office visitor?

[Read more…]

Gumby, Pokey and the Wholesaling Sea of Sameness

You can choose to do things as you always have and email/voicemail into the huge echo chamber of your targeted producers and prospects.

Or, you could take the risk that the market is screaming for new, innovative, creative and fun ideas – even in our buttoned up world of financial services.

[Read more…]

Wholesalers Shouldn’t Neglect The Movable Middle

I was in San Antonio speaking to a group of super talented wholesalers.

The speaker before me was the national sales leader of a mid-size broker dealer.

As a COI he was invited to give his perspective to the team.

[Read more…]

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