Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Frequently we get asked about wholesalers and their ability to be more effective in front of audiences of advisors and/or public customers.
Hence today’s expert guest, Alan Parisse
Rising from garbage collector to Wall Street executive, Alan combines insight and wit to deliver powerful and useful messages to audiences around the world.
Total assets under management with RIAs is hard to pinpoint.
But all can agree it is substantial enough that more and more firms are newly deploying or expanding their RIA sales teams.
But are they employing industry best practices in order to succeed?
We are emphatic in our belief that wholesalers need to take an office day in order stay organized – and on top of their game.
And we respectfully disagree with sales managers who outright prohibit wholesalers from taking them.
After 10 years, we’ve got over 600 posts on this site!
Sometimes even we have trouble remembering what posts contain what topic.
That’s why we always use this search string to dial in just what we need to find:
