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You are here: Home / Blog

A Wholesaler’s Sacred Selling Hours

What’s your prime time?

For most wholesalers the hours between 9 and 3 represent your best hours of the day (adjust accordingly for time zone and channel).

[Read more…]

It. Just. Is.

100+ years.

That’s the collective years of wholesaling wisdom represented at a very small reunion of super successful current and former wholesalers held recently.

[Read more…]

Create Bigger Producers Through Bigger Relationships – Jim Cathcart

What if your T&E was not the path to building better relationships with the advisors that you serve?

How can you better decide when to cut bait, or keep fishing?

Are you simply trying to up-sell or can you have more impact being able to up-serve?

[Read more…]

6 Ways To Keep Your Clients Yours

I want your best client.

After all, if they are good enough for you and your firm, they will be a perfect fit for me and mine.

[Read more…]

On My Mind: What Rocks Are You Carrying Around?

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

Episode #2: What wholesaling rocks are you carrying around?

[Read more…]

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