A few years ago we started a open forum for wholesalers to share stories that only fellow wholesalers could believe and/or relate to.
Here are some of the latest entries.
Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker

Today I was working with a coaching client as they prepared for a big interview.
It reminded me that for all the years I interviewed wholesalers, account managers, sales managers, internals hoping to move to external, etc. I always used the same interview questions.
And, generally speaking, most people hated them.

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

At the recent Morningstar Conference in Chicago I ran into a number of attendees that simply refused to be called “wholesalers”.
In fact some were downright insistent that the moniker did not belong to them – especially since their RIA clients apparently did not care for the word, according to some.
As I looked through the various business cards collected I saw all versions of alternate terminology.
And now the ‘What should we call wholesalers when we don’t want to call them wholesalers?” riddle has been solved.