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54% of Wholesalers See Significant Impact on Future Income: 2017 State of Wholesaling Survey Results – Part 4

Wholesaler Masterminds State of Wholesaling Survey Results

Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Canada based community. We requested survey responses through direct email outreach, LinkedIn, Twitter and Facebook.

We received 847 total responses. In addition we received over 800 written comments.

This is Part 4 of our effort to provide you with an overview of the Survey results.

See Part 1 here.

See Part 2 here.

See Part 3 here.

[Read more…]

Is The Art of Wholesaling Dying? – Lee Kowarski

Great question that was posed to us recently.

“Is the art of wholesaling dying as firms embrace big data?”

[Read more…]

Storytelling: The Wholesaler’s Secret Weapon with Rob Salafia

It’s as old as humankind.

It’s a proven way to get your message heard and understood.

So why don’t we tell more engaging stories about our firms, our products and ourselves?

[Read more…]

Data and a Wholesaler’s Search for Deeper Advisor Relationships: Wholesaler Tech Talk with Tim Kresl

In the 2020’s, wholesalers who fail to embrace ALL of the technological opportunities available to their practice are simply destined to spend their time chasing the sales leaders that understand it’s power.

[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…]

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