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If You Scratch An Advisor’s Back, Will They Scratch Yours?

You scratch my back, I’ll scratch yours.

A phrase that dates back to the English Navy during the 17th century.

[Read more…]

5 Powerful Reasons Wholesalers Form Partnerships

Let’s face it, wholesaling can be a pretty solitary lifestyle.

It’s safe to say that, as a community, we spend more time alone in our regions (between appointments, after hours on the road, etc.) than many/most careers.

Yet too many wholesalers overlook the meaningful ways in which partnerships – specifically with other wholesalers – can improve the quantity of their sales and the quality of the job.

[Read more…]

One Wholesaler’s Innovative Approach to Getting Email Opened and Read

We’re cynical about email.

Like you, we get a ton of it (and send our own each week) and most do nothing to grab our attention.

Which is why a recent email we received is worthy of comment.

[Read more…]

UPDATED: Most Important Areas For Wholesaler Improvement (Hint: It’s Deja Vu All Over Again)

“It’s like déjà vu all over again.” ~ Yogi Berra

That’s what it feels like to read the most recent advisor survey results from FUSE and WealthManagement.com.

Similar findings, different year (click to see most recent results).

[Read more…]

The Collapse of Wholesaler Distinction – Scott McKain

We speak, write and coach about it endlessly.

Wholesalers navigating the treacherous waters of the great Sea of Wholesaler Sameness.

And Scott McKain knows a thing or two about this topic.

[Read more…]

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