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You are here: Home / Blog

107 Open-Ended Profiling Questions for Wholesalers To Ask Financial Advisors

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.

[Read more…]

Which Types Of Advisor Marketing Touches Are The Most Effective For Wholesalers?

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?

[Read more…]

The Evolution of ChatGPT and AI: How Can Wholesalers Take Advantage of Emerging Technology?

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. 

(more…)

Top 7 Tips For Creating More Effective Emails

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.

[Read more…]

Survey Findings: What Do Advisors Look For In Wholesalers?

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?

[Read more…]

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LISTEN: Three Skills NEW Wholesalers Should Focus On

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About Rob Shore

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]

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