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What Do You Want From A Wholesaler?

So interesting just to be a fly on the wall and read these comments (I was not the one who asked the question).

Note, while the question was asked regarding mutual fund wholesalers, it has universal application (mostly).

Don’t shoot the messenger! 🙂

These were seen at https://www.reddit.com/r/CFP

[Read more…]

Developing the Mindset of a Champion Wholesaler with Dr. Jack Singer

develop the mind of a champion wholesaler

That little voice.

It nags all of us from time to time.

It could be the voice uncertainty, anxiety, or fear – but it’s a voice that impedes our full success.

[Read more…]

5 Ways Wholesalers Can Reduce Stress – Life Coach Mary Allen

Oh my what a week it has been!

If you have emotional (and financial) whiplash from the wild gyrations in the market you are not alone.

And at Wholesaler Masterminds we’re doing our best to make sure that we can assist you during this period of the markets “resetting”.

[Read more…]

16 Essential Wholesaler Travel Website Resources

essential wholesaler travel sites

When I worked in corporate America, and since I had a big job, I had access to the “executive corporate travel department”.

And the truth is I always preferred to do the planning myself.

Here are brand new, as well as tried and true, sites that will help make your wholesaler travel – even if it’s booking a personal vacation – a more pleasant and affordable experience.

[Read more…]

Know More To Sell More: The Importance of Advisor Recon with Sam Richter

How do you prepare for your advisor meetings?

For most wholesalers the checklist includes:

– Sales literature in bag
– Trinkets and trash in trunk
– Boarding pass on iphone

But the most important element of appointment preparation is one that too few wholesalers do.

[Read more…]

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