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Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker

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Are Wholesalers Emotionally Fit? – Dr. Barton Goldsmith

financial services wholesaler emotional fitness

Wholesaling demands that you be fit physically and emotionally.

Welcome Dr. Barton Goldsmith, who is a three-time award winning psychotherapist, a syndicated columnist and radio host, as well as a recognized keynote speaker.

[Read more…]

21 Ways Wholesalers Can Shorten The Sales Cycle With Advisors

We’ve all been there.

One visit leads to five and still not one ticket.

What’s a well intentioned wholesaler to do?

Here are 21 ways to shorten the sales cycle:

[Read more…]

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.


[Read more…]

Lessons From Leaders #2: Interview with Jim Jessee, MFS

How do our most senior leaders, and those that offer them consultation, feel about the direction and trajectory of our industry?

What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn?

Welcome to The New Wholesaler Masterminds Radio Show and this special series of episodes we’re calling: Lessons From Leaders

[Read more…]

The Offensive Wholesaler – 5 Tactics To Keep Appointments on Track

You’ve got your appointment agenda in hand.

You have time blocked your meeting to insure the best possible use of the advisors time.

And then the one question comes your way that puts you on the defensive and blows the whole meeting.

[Read more…]

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