During a November 2021 Money Management Institute (MMI) webinar, a poll question was asked: “What percentage of time do you see yourself spending in-person, versus virtual, in 2022?”
5 Powerful Reasons Wholesalers Form Partnerships
Let’s face it, wholesaling can be a pretty solitary lifestyle.
It’s safe to say that, as a community, we spend more time alone in our regions (between appointments, after hours on the road, etc.) than many/most careers.
Yet too many wholesalers overlook the meaningful ways in which partnerships – specifically with other wholesalers – can improve the quantity of their sales and the quality of the job.
5 Ways Financial Advisors Partner With Wholesalers
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…]
57 Things I’d Tell My 31 Year Old Wholesaler Self
I’m no spring chicken.
While not quite over the hill, I can sometimes see the top of it.
And, having experienced a thing or two about a thing or two, here are the 57 things that I’d tell the 31 year old wholesaler that I once was.
Wholesaler Believe It or Don’t Stories
A few years ago we started a open forum for wholesalers to share stories that only fellow wholesalers could believe and/or relate to.
Here are some of the latest entries.