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You are here: Home / Blog

A Very Good Question

The question came at the end of a fantastic wholesaler training session in Charleston, SC.

It was asked by the divisional manager on behalf of the attendees in the room.

“What one quality is universal among the most successful wholesalers that you coach?”

[Read more…]

The Divisional Arsonist

You’ve heard him before.

She’s on your weekly sales calls.

He’s in your divisional and national sales meetings.

[Read more…]

The Other 8 Wholesaling Skills Your Manager Wants You to Have

Here’s the follow up to the 7 Essential Wholesaling Skills Your Manager Wants You to Have post.

In that post I said:

The survey findings were distilled down into two distinct categories. Those skills we deemed to be most critical indicators of success and secondary (though not much less important) skills.

[Read more…]

Wholesaling in the Shark Tank

A recent Wall Street Journal article offered 10 tips for making a winning pitch on “Shark Tank”  – complete with quotes from the sharks.

We thought there was plenty of application for you, so we’ve adapted the story for great wholesalers.

After all, some advisor offices are not too much different from the Shark Tank.

[Read more…]

Your Territory Is Being Cut, Now What?

It’s inevitable.

At some point in your wholesaling career, you will be faced with a territory cut/realignment.

From a management perspective, it occurs because you have grown your territory (congratulations) to the point where it can now sustain another wholesaler.

[Read more…]

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