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Good Question, Glad You Asked #6: How Does A Wholesaler Best Implement Their Practice Management Strategies?

Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questions from a group of aspiring wholesalers who are enrolled in their firm’s training and development program.

The questions they asked are, likely, on the minds of many current and/or future wholesalers.

For that reason, we thought we’d share the questions, and his answers, with you.

[Read more…]

Wholesaler Believe It or Don’t Stories

A few years ago we started a open forum for wholesalers to share stories that only fellow wholesalers could believe and/or relate to.

Here are some of the latest entries.

[Read more…]

Is Grit a Wholesaler’s Most Important Attribute? with Dr. Eric Frazer

You may have a tremendous education.

You may be a whiz kid when it comes to your products, as well as your competitors.

You may have the most well crafted PVP-Peerless Value Proposition® on the street.

But are you lacking the grit it takes reach your highest level of success?

[Read more…]

Advisor ADHD: Are Wholesalers Being Heard? – Maribeth Kuzmeski

financial advisor adhd

The speed at which information is coming at financial advisors today is unprecedented.

In a moments time they are bombarded with endless messages.

And somewhere in that clutter you need to stand out with your message.

[Read more…]

Create Bigger Producers Through Bigger Relationships – Jim Cathcart

What if your T&E was not the path to building better relationships with the advisors that you serve?

How can you better decide when to cut bait, or keep fishing?

Are you simply trying to up-sell or can you have more impact being able to up-serve?

[Read more…]

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