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You are here: Home / Blog

No One Understands A Wholesaler

 

25 years in Distribution and my friends and family cannot describe what I do!

A picture is worth a thousand words:

 

yes-i-m-a-wholesaler-

What’s Your Wholesaler Schmooze Quotient? – Susan RoAne

wholesalers: what's your schmooze quotient?

Wholesalers are paid to be great sales professionals and professional schmoozers.

Who better to walk into a room filled with clients or public customers and deftly start the process of captivating everyone they touch?

Unless, somewhat secretly, you really aren’t the best in that setting.

[Read more…]

The Most Powerful Way to Understand and Communicate with Advisors with Scott Schwefel

Product knowledge? Check.

Ready to add value? Check.

Effectively communicate your message? Many of us need improvement.

[Read more…]

If It Walks Like A Duck

You know the glamour of travel.

Especially when traveling by taxi in any metropolitan city.

[Read more…]

Conducting Wildly Successful Wholesaler Sponsored Wine Events – Michael Bryan

Create a great client wine tasting event

Perhaps you know that I Carry The Bag covers the art, science and lifestyle of wholesaling.

And wine covers all three, wouldn’t you agree?

So it stands to reason that working with your financial advisor to create a most memorable, client facing, wine event makes a ton of sense.

The problem is too many wholesalers are not quite sure where to start.

[Read more…]

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