Blog - Wholesaler Masterminds®

The Give and Take of Your Next Sales Meeting

Chances are your next divisional or national meeting is just around the corner.

And most wholesalers simply pack the bag, get on the plane and go.

Wholesalers Save A Ton Of Time And Manage Emails More Efficiently Using Text Replacement

If you read this post: Lightspeed Wholesaling – When Today’s Fast Is Tomorrow’s Slow, then you know it’s super important to up your ability to operate with the highest sense of urgency possible.

One amazing way to do that is to use Text Replacement on your iPhone or iPad.

[Read more…]

How Wholesalers Can Attract a Boatload of Ideal Clients – Annette Bau

What if advisors came to you, versus you “hunting” for them?

How can you begin to attract the kind of advisors that you seek for your practice?

[Read more…]

FundFire Survey Uncovers Wholesaler Weaknesses and Opportunities

In mid July FundFire ran the results of a survey aimed at understanding “ways managers can improve their chances of being selected for advisors’ portfolios.”

According to the site:

Overall, 141 advisors representing more than 10 firms participated in the 12-question survey. The respondents hailed from wirehouses, regional broker-dealers, independent broker-dealers, registered investment advisors and banks; the majority of respondents were wirehouse advisors.

While this survey was geared towards the mutual fund asset management population, the finding are no less insightful for any wholesaler that calls on financial advisors.

A few of the findings that gave us pause for thought here at Wholesaler Masterminds: [Read more…]