In a time of great industry change, B.O.L.D. wholesalers and their leaders will excel.
How Wholesalers Assist Advisors With Branding – Kimberly Bordonaro
One great PVP – Peerless Value Proposition® that our clients develop is assisting financial advisors with their marketing and the branding of their practice.
It’s a powerful opportunity to assist the advisor because most manage money well but market poorly – at best.
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:
Lessons From Leaders #2: Interview with Jim Jessee, MFS
How do our most senior leaders, and those that offer them consultation, feel about the direction and trajectory of our industry?
What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn?
Welcome to The New Wholesaler Masterminds Radio Show and this special series of episodes we’re calling: Lessons From Leaders
Are You A Prehistoric Wholesaler?
A senior leader of distribution that we were interviewing for the next issue of I Carry The Bag magazine was discussing his outlook regarding the landscape for wholesaling 3-5 years in the future.
And, the implications for wholesalers that are rooted in days gone by.
We dusted off this piece which was originally written in 2009:
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