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Are You Tuned In?

Special Edition: DOL Fiduciary Rule:The Implications for Wholesalers and Their Leaders

As a reader of Wholesaler Masterminds® (thank you!), you know that we have a ton of content to help you grow your practice.

And some of that content might be overlooked by some of our loyal readers.

[Read more…]

Gumby, Pokey and the Wholesaling Sea of Sameness

You can choose to do things as you always have and email/voicemail into the huge echo chamber of your targeted producers and prospects.

Or, you could take the risk that the market is screaming for new, innovative, creative and fun ideas – even in our buttoned up world of financial services.

[Read more…]

More How To Work A Room® – Susan RoAne

wholesalers: what's your schmooze quotient?

How often do you eagerly anticipate that next advisor event where it’s you and 30-50 of them?

Truth be told we know some of you thrive in this setting and others, well, have room for improvement.

[Read more…]

Conducting Wildly Successful Wholesaler Sponsored Wine Events – Michael Bryan

Create a great client wine tasting event

Perhaps you know that I Carry The Bag covers the art, science and lifestyle of wholesaling.

And wine covers all three, wouldn’t you agree?

So it stands to reason that working with your financial advisor to create a most memorable, client facing, wine event makes a ton of sense.

The problem is too many wholesalers are not quite sure where to start.

[Read more…]

Can Wholesalers Turn Adversarial Advisors Into Allies? – Bob Burg

“Faced with the task of persuading advisors to do what we want (sell our product), most of us expect, and often encounter, resistance.

We see the advisor as an adversary and might resort to coercion or manipulation in order to get our way.

[Read more…]

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