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Custom Wholesaler Training and Development Videos by Wholesaler Masterminds®

If your firm is looking for video content to make your learning management system (e.g. Allego) more robust we’d like to help.

Wholesaler Masterminds® will produce custom videos for your team covering a host of potential topics.

Here’s a sample:

[Read more…]

Creating a Mindset for Greatness with Sean Swarner

If you are like most humans in our world you stress over things like:

-too few appointments
-sales results
-travel headaches

And every now and then we need to put all of those things into perspective.

[Read more…]

Thinking About Moving From Wholesaling Into Sales Management? Better Read This First

Seems like a natural enough stepping stone.

The successful wholesaler migrates from carrying a bag into management.

So what could go wrong? Plenty.

[Read more…]

Creative Advisor Relationship Acquisition and Development Strategies with Dave Maloney and Mark Spina

Depending on what you read or who you follow, the fate of the wholesaler is perilous.

With team structures and investment platforms becoming the preferred operating model for so many advisors, how does today’s wholesaler successfully harvest, deepen and retain key advisor relationships?

We’ve brought together two special guests to address just that.

[Read more…]

12 Numbers For Wholesalers To Obsess About Besides Production

elephant eats wholesaler

Are wholesalers focused on the wrong numbers?

Yes, dollars in the door – gross tonnage – is still the measurement of success for virtually most wholesalers.

But what if production is the wrong number to focus on every single day?

[Read more…]

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