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UPDATED: Now 84 iPhone and iPad Apps Wholesalers Can Use!

There was a thread recently started at LinkedIn in the Wholesaler Masterminds Group about iPad apps.

Naturally we needed to chime in.

Here are the apps that we are using most frequently – both on our iPad and/or iPhone. Some apps may not be optimized for both platforms. All comments extracted from the app’s iTunes listing.

[Read more…]

How To Use Salesforce For Profit (And Remove The Pain): Wholesaler Tech Talk with Kerry Ryan from Salesforce

In the 2020’s, wholesalers who fail to embrace ALL of the technological opportunities available to their practice are simply destined to spend their time chasing the sales leaders that understand it’s power.

[Read more…]

Banned From An Advisor’s Office

Dumbfounded and disappointed.

As I listened to the Barron’s Top 100 Advisor tell me their story, my brain cycled through both of these emotions.

My question was designed to better understand how as wholesalers we may rub advisors the wrong way.

[Read more…]

14 Things To Do With Your Extra Office Time

Your weekly office day has now become your office month.

You have called all the clients/prospects/COIs you can call today.

Your email is at or near Inbox Zero (never thought that would happen, did you?).

You have set up and/or conducted as many virtual meetings that you can conduct today.

Now what?

[Read more…]

One Great Wholesaler Hack

8 out of 10 wholesalers.

Over our last decade of coaching, that’s the number of clients that list some form of exercise as a goal when completing their Quarterly Success Plan.

As well they (and you) should given the demands, stress and sedentary aspects of the job.

[Read more…]

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