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You are here: Home / Blog

On My Mind: Part Two – What Does The Path To “Normal” Wholesaling Look Like After Covid-19?

[Part One can be found here]

On 4/7/20 we asked our Sunday Night Email readers, “What are you thinking?”

Specifically, we wanted to know from our thousands of subscribers (externals, internals, hybrids, divisional and senior leaders) scattered across North America:

[Read more…]

Lessons From Leaders #4: Interview with Anne Steer, Congress Asset Management

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…]

10 Surefire Ways Wholesalers Screw Up A Sales Meeting

Ed. note: This article was originally written by a sales manager who wishes to remain anonymous.

I’ve enjoyed great partnerships with wholesalers over the years, and most of the meetings I’ve planned have involved wholesalers.

Whether it’s sales coaching or a new product roll-out, wholesalers usually add an important dynamic to meetings.

I normally welcome this group of business partners to participate.

But not always.

[Read more…]

The Results: Wholesaler Praise

We are glad to report that wholesalers are feeling fairly good about the praise they receive from their leaders.

And there is still room to improve.

[Read more…]

5 Ways Financial Advisors Partner With Wholesalers

wholesalers become master negotiators

Recently the folks at Rekon Intelligence asked me to host, and be the master of ceremonies for, one of their 401(k) Rekon events.

My job was to introduce the seven wholesaler speakers, make sure the show ran on time and generally make sure that the financial advisor guests were treated in the right fashion.

I also had a chance to plant some pro-wholesaler seeds, [Read more…]

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