Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Understanding the nuances of a financial advisor’s practice is critical.
Great wholesalers probe beyond the surface, asking thought-provoking questions to uncover the depth and breadth of an advisor’s business model, investment philosophy, client relationship strategies, and so much more.
Is email still effective?
Can speaking at broker dealer events provide the advisor eyeballs and attention you desire?
How do industry conferences rank in the hierarchy of productive wholesaler marketing activities?
AI is all the rage.
If you’re thinking what we’re thinking, there is no way that this doesn’t change the game of wholesaling, in some fashion, over time.
At Wholesaler Masterminds® we have have been leaning all the way into the technology to bring you these ideas to enable you to apply AI to your practice.
Here’s some of what we’ve learned so far – and there’s sure to be so much more to come.
Over 500 weeks of the Sunday Night Email.
Which has been, hands down, the #1 catalyst for our business for over 10 years.
Now, we distill our best email tips into this handy one-pager.
Our friends at YCharts have released a new white paper, What Do Advisors Look For In Wholesalers?.
It attempts to answer:
What do advisors look for in their wholesalers?
How can wholesalers make the biggest positive impact on an advisor’s business as a whole?
What can wholesalers do to create even more value for the advisors they work with?
Over 30 years of distribution experience provides the knowledge and granular insights Rob's clients require to assist them with their practices - whether working one on one, in groups, or live events; with senior leaders or frontline wholesalers. [Read More or Contact Us]
