We spend time talking to our clients about advisors, their heads, and their hearts.
So naturally when we learned about Julie Murphy Casserly we invited her to join us.
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.
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…]
Learn to Write More Impactful Emails (Free Content)
We’ve learned a thing or two about email marketing.
Which happens when you send an email to your list every Sunday night for over 10 years!
And though we have sold a class on this topic for years, now it’s time to share some of those insights with you with our compliments.
One Thing That Separates Good Wholesalers From Great Wholesalers – Especially During Extraordinary Events
On a recent 15-minute Ask Me Anything call, a wholesaler asked me:
“What if everyone is using the ideas you’re sharing at Wholesaler Masterminds®?”
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