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Client Service Models for Wholesalers and Their Advisors with Paul Kingsman

How many active sellers do you serve?

200? 500? 800?

How do you decide how much “love” to give, to whom, and when?

[Read more…]

Becoming an Irreplaceable Wholesaler with Penny Phillips

Your advisor clients and prospects are deluged with information.

Worse, it is information that often they can find online, unaided.

So how exactly are you going to become irreplaceable?

[Read more…]

This Is The #1 Issue Facing Work From Home Wholesalers

90 days.

That’s how long (or longer) it’s been since the world of external wholesaling got turned upside down.

While there are any number of challenges we face, these are the most pressing.

How do these align with your covid induced challenges?

[Read more…]

While Screaming Down The 91 Freeway

Kevin Vogt.

25 years later, I still recall the name of the advisor I was speaking to while screaming down the 91 freeway in Orange County.

‘Screaming’ being the operative word, as our conversation was cut short by the flashing red lights in my rearview mirror and the officer intent on asking me, “Do you know how fast you were going?”

[Read more…]

Things That Wholesalers In Job Transition Should Know

If you are a wholesaler in transition then you might know that the road to working with an executive recruiter and understanding how to properly use social media in your search can be slippery indeed.

Fortunately we have this recording for you.

[Read more…]

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