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You are here: Home / Blog

2020 UPDATE: This One [Other] Chart Should Scare The Crap Out Of You

Brand new data.

Same old story?

[Read more…]

How Wholesalers Build Confidence By Developing Their PVP – Peerless Value Proposition®

Maybe you are a seasoned veteran that has lost a bit of your moxie.

Maybe you are a young wholesaler just starting out, somewhat tentatively, on the career journey.

In either case, developing a strong PVP – Peerless Value Proposition® can be just the medicine that you require to harness the confidence that you need.

[Read more…]

Schmeeks, Formally Known As Wholesalers

Schmeeks shall rule

At the recent Morningstar Conference in Chicago I ran into a number of attendees that simply refused to be called “wholesalers”.

In fact some were downright insistent that the moniker did not belong to them – especially since their RIA clients apparently did not care for the word, according to some.

As I looked through the various business cards collected I saw all versions of alternate terminology.

And now the ‘What should we call wholesalers when we don’t want to call them wholesalers?” riddle has been solved.

[Read more…]

Cut Through The Communication Clutter: Use LinkedIn To Leave A Voice Message

Getting your message through to an advisor client, a prospect or to a COI has always been challenging in our hyper-competitive world of wholesaling.

And today, trying to do so during a pandemic, when everyone else is messaging every single day is a whole new challenge.

[Read more…]

Two Proven Ways to Become a Better Listener

Listening is hard to do.

Especially when your itching to sell sell something.

Try one of these tips.

 

 

[Read more…]

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