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You are here: Home / Blog

Do You Give Good Phone?

How well do you use voicemail?

A lot of clients that I’ve been talking to recently find themselves ridiculously pressed for time. Perhaps even more than normal for a wholesaler.

Maybe it has something (everything?) to do with the economy improving. [Read more…]

On My Mind: Part Two – What Does The Path To “Normal” Wholesaling Look Like After Covid-19?

[Part One can be found here]

On 4/7/20 we asked our Sunday Night Email readers, “What are you thinking?”

Specifically, we wanted to know from our thousands of subscribers (externals, internals, hybrids, divisional and senior leaders) scattered across North America:

[Read more…]

Anxious Wholesaler Syndrome

You’re a bit restless.

You have a big presentation ahead.

Or your boss’s boss is flying in to ride with you for two days.

[Read more…]

105 Great Questions Wholesalers Should Ask Advisors

If we’ve said it once, we’ve said it 105 times: wholesalers who partner with advisors are a valuable commodity.

Those that show up and throw up are a dime a dozen.

Where do you fit in?

[Read more…]

The Results: What’s Your Sales Outlook?

Coming off of, what was for most, a tremendous 2013 is it a surprise that wholesalers are feeling awfully optimistic about meeting their 2014 sales targets?

Or, has sales management done a better job of reining in the blow out sales of 2013 by creating a more sane sales plan for the year ahead?

[Read more…]

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