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The Effect of the Aging US and Canadian Advisor Population: 2017 State of Wholesaling Survey Results – Part 2

Wholesaler Masterminds State of Wholesaling Survey Results

Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Canada based community. We requested survey responses through direct email outreach, LinkedIn, Twitter and Facebook.

We received 847 total responses. In addition we received over 800 written comments.

This is Part 2 of our effort to provide you with an overview of the Survey results. See Part 1 here.

[Read more…]

The Impact of DOL and CRM2 Significant For Most Wholesalers: 2017 State of Wholesaling Survey Results – Part 1

Wholesaler Masterminds State of Wholesaling Survey Results

Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Canada based community. We requested survey responses through direct email outreach, LinkedIn, Twitter and Facebook.

We received 847 total responses. In addition we received over 800 written comments.

This is Part 1 of our effort to provide you with an overview of the Survey results.

[Read more…]

7 Proven Suggestions to Make Your Advisor Voicemail Messages More Effective

Reaching an advisor for a live phone conversation today is daunting.

In many (most?) cases you’ll be leaving a voicemail message.

The question is, how do you make the most of the message that you leave?

[Read more…]

Wholesalers and High Concepts

Quick.

Describe the essence of what you do for advisors in a short sentence.

Make it both brief and provocative.

[Read more…]

Sales Trap: Chasing One Hit Wonders

As I built my book of producers for OppenheimerFunds, I was tenacious and persistent.

The more a prospect offered resistance, the harder I sold.

[Read more…]

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