Blog - Wholesaler Masterminds® - Page 37

Just a Wholesaler?

Three hours that go by in the blink of an eye.

That was the sensation I had when I sat down for a discussion with Alan.

Wholesalers Should Give Their Clients The Platinum Treatment

In the Winter 2013 issue of the American College’s Wealth Channel Magazine we did a story titled “All That Glitters Is Platinum!”

Because the bar for great service continues to rise.

And, while some follow the Golden Rule, great wholesalers follow the Platinum Rule.

3 Ways Wholesalers Can Have More Productive Advisor Meetings

Come on admit it.

We’ve all done it.

You have every intention of staying on track during that meeting with an advisor and before you know it 30 minutes has gone by in the blink of an eye.

9 What Ifs: A Wholesaler’s Approach To Working Conferences

We frequently speak to wholesalers about their effectiveness at advisor conferences.

And we have written about it too.

And here.

Recently, it has us asking what if?

The Impact of DOL and CRM2 Significant For Most Wholesalers: 2017 State of Wholesaling Survey Results – Part 1

Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Canada based community. We requested survey responses through direct email outreach, LinkedIn, Twitter and Facebook.

We received 847 total responses. In addition we received over 800 written comments.

This is Part 1 of our effort to provide you with an overview of the Survey results.