Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
You are a wholesaler who is under 35 years of age.
They are an advisor who is over 55 and has been in the business almost as long as you have been alive.
Exactly what profiling questions would you ask so as to 1) properly understand their practice and 2) not embarrass yourself?
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.
