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You are here: Home / Blog

Hold Me Closer Tony Danza

Ever see a service or product and think,

“Why didn’t I think of that?”

One example of this is the original Smiley Face.

[Read more…]

A Barron’s Top 100 Advisor Speaks About Wholesalers with Erin Botsford

They are the holy grail of most wholesaler’s practices.

The Barron’s Top 100 advisor.

Cumulatively, based on the 2016 list, they manage $859,610,000,000!

[Read more…]

Wholesalers Are Feeling Optimistic As The New Year Unfolds

We ran a quick survey in two different wholesaler groups on LinkedIn to find out how wholesalers are feeling about their sales goal in the year ahead.

[Read more…]

Are Wholesalers Getting to The Question Behind The Question? – John Miller

wholesalers asking the right questions

A number of years ago I hired a speaker to address a group of financial advisors.

His message was impactful and struck a chord with most of the audience.

Recently while working with a coaching client, the client remarked to one of my comments, “Oh, you mean finding out the question behind the question”.

[Read more…]

3 Ways Wholesalers Can Influence Advisors – Steven Gaffney

Is honesty the best sales policy?

Can open and honest communication increase your business?

Can you influence advisors without “authority” over them?

Is lying by omission lying?

Is there an increased need to be more honest today – and have that be a strategic business advantage?

[Read more…]

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