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You are here: Home / Blog

Ants In The Wholesaler’s Pants

Ants in the Wholesaler's Pants

believe it or dont 2

A few years back, I picked-up a rental car at the airport in Birmingham, AL.

It was well after dark, so nothing about the car seemed amiss.

[Read more…]

Five Ways Advisors Can Use Wholesalers to Get to Their Own Retirement

wholesalers help financial advisors get to retirement

This article is from the Fall 2011 issue of The American College’s Wealth Channel Magazine:

It presents ideas for advisors on how to best partner with wholesalers.

Enjoy the read.

Five Ways Advisors Can Use Wholesalers to Get to Their Own Retirement – Wealth Channel Winter 2011 by Rob Shore on Scribd

83 Ways to Make 2019 Your Career Year

How was your 2018?

Was it your Career Year?

What are your Career Year prospects for the year ahead?

Based on over 5000 hours of coaching and live presentations we have done with our wholesaler and management clients, here’s a list of 83 ways to ensure that 2019 exceeds your expectations:
[Read more…]

10 More iPhone and iPad Apps For Wholesalers

Since we wrote our first post (and added subsequent updates) there have a been some great new app developments – and some not so new ones that we have found ourselves using more often.

Be sure to check these out.

[Read more…]

How Great Wholesalers Get The Appointment Without Leading With Product

A reader of this blog and student of the Wholesaler Email Clinic writes to us:

“How you would formulate a meeting request email where you have no value add and [product] from a firm no one has heard of to a group of pure RIA’s?

My conundrum is I cannot lead with business building tools because I have none, I should not lead with product and there is no brand recognition to a group of folks that don’t know me from a whole in the wall. [Read more…]

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