If the Kremlin can hack a political party, what’s to stop your accounts from being accessed by evil doers?
How can you protect your online security?
What steps can you take to avoid identity theft?
On My Mind: How to Successfully Share an Internal Partner
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.
This episode: How to Successfully Share an Internal Partner
On My Mind: Quantity of Appointments vs Quality of Appointments
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.
Episode #3: Quantity of Appointments vs Quality of Appointments
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.
FundFire Survey Uncovers Wholesaler Weaknesses and Opportunities
In mid July FundFire ran the results of a survey aimed at understanding “ways managers can improve their chances of being selected for advisors’ portfolios.”
According to the site:
Overall, 141 advisors representing more than 10 firms participated in the 12-question survey. The respondents hailed from wirehouses, regional broker-dealers, independent broker-dealers, registered investment advisors and banks; the majority of respondents were wirehouse advisors.
While this survey was geared towards the mutual fund asset management population, the finding are no less insightful for any wholesaler that calls on financial advisors.
A few of the findings that gave us pause for thought here at Wholesaler Masterminds: [Read more…]
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