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You are here: Home / Blog

How Can Wholesalers Generate More Advisor Referrals? – Bill Cates

referrals for wholesalers

Most wholesalers say that they wish they could generate more business through referrals.

Yet most never ask.

Why is that?

[Read more…]

The One About The Spineless Wholesaler

Too many wholesalers are spineless.

There, I said it.

How often has this happened to you:

[Read more…]

Are You Willing To Go Over The Top? – Linda Lubitz

I Carry The Bag was at the 2010 Schwab IMPACT conference, along with 3000 attendees and vendors, to see a most impressive display of sponsor muscle.

Each of the 300 display booths was vying for a share of the participant’s eye, ear and future business opportunities. The displays ranged from the most elaborate and immense (think studio apartment size) to the humble six foot table with unimposing signage.

“A picture is worth a thousand words,” [Read more…]

RESULTS: One Question Survey – Wholesaler Thank You Calls

After hearing a most curious comment from a coaching client about thank you calls, we needed a reality check.

So, we turned to you and your wholesaling peers.

And 224 responded in the past week:

[Read more…]

37 Rules for Wholesalers (and counting)…

This post used to be called A Lot More Than 10 Rules for Wholesalers.

An odd title for a post, I know.

You see, it started as a Sunday Night Email (it’s received by over 4000 11,000 wholesaling folks – get on the Free Email Updates list) which read:

[Read more…]

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