There isn’t a day that goes by that great wholesalers aren’t negotiating something.
A financial request from an advisor.
Just Be Better
The Results Part 2 – Wholesaler Survey 2011
In 2009 Wholesaler Masterminds began to survey the wholesaling community. Given the significant unrest in the industry in late 2009 we kept our questions brief and our focus tight. The results of that survey were centered around job satisfaction.
While the 2011 edition offers insights into the same questions, we expanded both the number of questions and the topics we surveyed.
This is Part 2 of our 2011 Wholesaler Survey Results. Part 1 of the findings can be found here.
RIA Wholesaling Best Practices with Dennis Gallant
Total assets under management with RIAs is hard to pinpoint.
But all can agree it is substantial enough that more and more firms are newly deploying or expanding their RIA sales teams.
But are they employing industry best practices in order to succeed?
Sell More To Make Less – The Downside Of Wholesaler Success
Oh what a year it was.
One of the amazing years in which the stars aligned for most firms/wholesalers in a way that hasn’t been experienced in years.
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