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What Are The Five Drivers of Wholesaler Dissatisfaction?

Unique to the profession, wholesalers frequently spend hours upon hours alone. They are driving long distances from Point A to Point B, enduring unending air travel delays, or are holed up in the local Hilton.

And, not at all unique to the profession, during that alone time they have time to think.

Sometimes as they think they become increasingly dissatisfied.

And like listening to a dripping faucet in a rundown Radisson they get obsessed by the noise of their thoughts.

So what is it that wholesalers are dissatisfied about? [Read more…]

How to Reduce Friction in Advisor Appointments: Wholesaler Tech Talk with Dave Lubnik from YCharts

In the 2020’s, wholesalers who fail to embrace ALL of the technological opportunities available to their practice are simply destined to spend their time chasing the sales leaders that understand it’s power.

[Read more…]

A Wholesaler’s Worst Kept Dirty Little Secret

It might be the worst kept dirty little secret of wholesaling.

Yes, you’re supposed to do 4 to 6 appointments a day, 4 or 5 days a week.

But not all of those appointments are with your very best prospects or clients, as filling up the calendar every single week with those folks is flat out hard to do.

[Read more…]

3 Ways Wholesalers Can Influence Advisors – Steven Gaffney

Is honesty the best sales policy?

Can open and honest communication increase your business?

Can you influence advisors without “authority” over them?

Is lying by omission lying?

Is there an increased need to be more honest today – and have that be a strategic business advantage?

[Read more…]

The Wholesaler Who Can’t Say No

As wholesalers we like to please, right?

[Read more…]

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