We wrote The Responsible Wholesaler after a conversation with a wholesaler who had been let go by his firm.
Sadly, he wished to shift the blame for his departure to others.
DOL Fiduciary Rule Update #1: The Implications for Wholesalers and Their Leaders
Regardless of who you talk to, wholesalers and their leaders agree: the DOL Fiduciary Rule, that takes effect in April 2017, will continue to bring change to our industry.
How sweeping will the change be?
What will the impact be for wholesalers and their leaders?
Will the impacts be materially different for insurance wholesalers vs. asset management wholesalers?
To address some of these questions we asked two of the industry’s most respected consultants.
The Allure of The Filler Appointment
The demands on a wholesaler are great.
Both from the advisors they serve and the managers that employ them.
One of those demands is activity.
The Emotionally Incompetent Wholesaler
Would you rather have a long-tenured sales machine, void of empathy, or a new(er) wholesaler who connects well on an emotional level with advisors, but is just starting their journey?
This paraphrased question came from a coaching client recently, as they were having issues with their internal partner.
Generational Wealth Transfer: Your Advisor’s $30 Trillion Opportunity with Dr. Thomas Deans
UPDATE: This show, and the article that accompanies it, have taken on new meaning, as we are in the throes of the Covid-19 pandemic.
Please review this content in the context of:
1) how you may serve your advisors and
2) how you can use Dr. Deans info to help yourself and your family.
At the very bottom of this post you’ll find email templates to offer to advisors.
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