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You are here: Home / Blog

Do You Give Good Phone?

How well do you use voicemail?

A lot of clients that I’ve been talking to recently find themselves ridiculously pressed for time. Perhaps even more than normal for a wholesaler.

Maybe it has something (everything?) to do with the economy improving. [Read more…]

Internal Wholesalers Who Want to Become External Wholesalers: You Have to Get Your Timecard Stamped

This question, or one quite like it, has been asked for as long as internal wholesalers have aspired to become externals.

And it’s one we received from an existing internal on an annuity desk:

I have high aspirations to get out into the field. The industry is always looking for experienced wholesalers now. What is the best way to get out into the field?

[Read more…]

How To Hire A Wholesaler Coach

hire a wholesaler coach

There are tens of thousand of coaches practicing today.

Each comes with a unique set of qualifications and professional skills that are ready to be applied to their craft.

With so many coaches to choose from, how do you select the coach that works for you as a professional wholesaler?

[Read more…]

Exactly What Do Financial Advisors Want From Wholesalers? – Bill Bachrach

what do financial advisors want from wholesalers

The next best thing to getting into the brain of the financial advisor you wish to serve is to get next to the person who, arguably, is one of the most influential advisors to the advisor.

And you likely already know Bill Bachrach.

[Read more…]

One Simple Question

The granularity and productivity of the discussions we get into with our most seasoned and successful wholesalers are always eye opening.

[Read more…]

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