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You are here: Home / Blog

8 Ways Advisors Know They’ve Partnered With the Right Wholesaler

From the Fall 2014 edition of The Wealth Channel Magazine, published by The American College.

Feel free to print a copy and use as a talking points document with your advisors…assuming you embody the eight traits!

[Read more…]

One Simple Way To Be The Most Memorable Wholesaler Or Leader

Time for an upscale mini vacation.

That was my thought as I scoured through the Forbes Travel Guide.

I’d shoehorn in a beach-side visit at a five star property en route to a client engagement.

[Read more…]

Great Wholesalers Make Change Work – Randy Pennington

Randy Pennington says, “Extinction is the result when you are born without the ability to understand the concepts of danger, urgency, complacency and change.”

Wise words for wholesalers indeed.

After all, change is as present in our business as briefcases and dark suits.

[Read more…]

Dear Wholesalers, It’s Not About You – Bob Burg

Years ago there was a running joke that I had with a friend in our business.

As we would sit and catch up, both excited to share the events of the day/week, one of us would finish speaking and then look at the other and say, “But enough about me, let’s talk about me!”

And sometimes wholesalers, in fact all sales professionals, are guilty of a misguided focus.

[Read more…]

Success At What Cost? with Angela Gaffney

It happens every single day.

Wholesalers sacrifice their health in the name of success.

For what reason though? Maybe it’s because fatigue wins over personal self-care, work demands are pulling you in too many directions, or the to-do list is simply longer than the hours in the day.

[Read more…]

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