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How to Create Advisor Clients for Life with Mike Sciortino

Mike Sciortino is founder and CEO of Gratitude Marketing™, a firm dedicated to sharing the most time-tested, proven and cost effective marketing strategies to help you grow your business through nurturing meaningful long term relationships. Mike just released the best-seller, “Gratitude Marketing™: How you can create clients for life by using 33 simple secrets from successful financial advisors” .

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31 Things Your Toughest Wholesaling Competitor Won’t Tell You

If not you then who?

Who is the best known, most memorable wholesaler in your territory?

More importantly, how do they get to that lofty position?

What do they know to become (and remain) known?

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Brexit Be Damned – 9 Things Wholesalers Can’t Control and 15 Things They Can

It’s easy to get sucked into the calamity du jour and lose focus.

To that end we offer a bit of perspective.

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Advisor’s Viewpoint: How to Successfully Manage Wholesaler Relationships

This post from June 21, 2016 originally ran at Advisors Perspective and was written by Teresa Riccobuono. It is posted here at Wholesaler Masterminds® with permission.

In my recent article on investment philosophy, I mentioned using your relationship with wholesalers to benefit your clients. Developing good relationships with wholesalers of funds in which your clients are invested makes good sense.

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Wholesaler Believe It or Don’t Stories

A few years ago we started a open forum for wholesalers to share stories that only fellow wholesalers could believe and/or relate to.

Here are some of the latest entries.

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