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You are here: Home / Blog

5 Rules for Wholesaler Gifting: Staying Out of the Trinket and Trash Sea of Sameness with John Ruhlin

Think about the last five trinket/gift items you gave advisors.

The faux high-end pen?

A Starbucks coffee card?

Or the always popular Omaha Steaks?

[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…]

How Can Wholesalers Deepen Their Advisor Relationships? with Anne Loehr

What’s the wholesaler formula for success?

In our writing and speaking we have identified it as IQ+EQ+CQ=MQ.

[Read more…]

Why Do a Few Highly Successful Wholesalers Consistently Outperform Their Peers? with Anthony Iannarino

A ‘no’ is not a failure. It’s information.

The ability to think on your feet is no excuse for being unprepared.

Small salespeople ask weak questions.

[Read more…]

Giving Until It Hurts? 3 Things to Expect From Your COIs

Ever wonder what you should seek in return for the investment you have made in COIs?

You’re not alone.

[Read more…]

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