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You are here: Home / Blog

And The Wholesaler Said, “Enough About Me, Let’s Talk About Me”

At a recent 2 hour workshop session for a group of wholesalers, one of the activities we did was strengthening the quality of the questions that they asked both existing advisors (to deepen the relationship) and prospects (to find the point of pain).

[Read more…]

The Divisional Arsonist

You’ve heard him before.

She’s on your weekly sales calls.

He’s in your divisional and national sales meetings.

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The Other 8 Wholesaling Skills Your Manager Wants You to Have

Here’s the follow up to the 7 Essential Wholesaling Skills Your Manager Wants You to Have post.

In that post I said:

The survey findings were distilled down into two distinct categories. Those skills we deemed to be most critical indicators of success and secondary (though not much less important) skills.

[Read more…]

12 Ways Wholesalers Succeed at FPA Meetings

You’ve been approached by a local Financial Planning Association (FPA) chapter to sponsor one or more meetings.

If you’re like me, part of the thought process is:

  • How many sponsors are there?
  • How will I get to participate?
  • Will I get a list of participants to market to?
  • How do I know that the money is not a giant waste of resources?

[Read more…]

21 Ways Your Wholesaling Resolve Will Be Tested

Oh it’s not all peaches and cream.

For all of the amazing reasons we choose to live this wholesaling life [28 Reasons Why Wholesaling is the Greatest Job on Earth] there are more than a few that will test your resolve.

Your ability to power though these annoyances, which range from minor to “now you’re just pissing me off”, will foretell your longevity in our business.

[Read more…]

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