Blog - Wholesaler Masterminds®

The 5 Greatest Risks To A Wholesaler’s Practice

For most wholesalers we speak to, business today ranges from pretty darn good to “I never imagined making this much money” great.

And therein lies the problem.

For it’s during these fat and happy times that we fail to see the risks to our business.

The topic of Social Security distribution planning has been a hot topic for advisors and wholesalers alike.

But what about the intricacies of retirement health care costs and the impact on sound financial planning?

Just not that useful.

That’s the opinion we’ve always had about the homepage stream of content updates we were getting at LinkedIn.

Afterall, LinkedIn isn’t the most user-friendly social platform on the scene – and we are on it virtually every day.

The relationships we have with advisors are indeed tricky.

Some would say it’s a bit of a chess match.

Thankfully we have Frank Maselli, who spends a ton of time working with the advisors that we serve, to lend a few insights.

Most wholesalers think they have great speaking skill.

Some do.

And many could benefit from significant improvement.