A Public Service Announcement for group members OVER THE AGE OF 45:
Former Merrill Insider Speaks About Wholesalers – Dave Mullen
For this episode of Wholesaler Masterminds Radio we found you a former insider.
One who is willing to share his thoughts about how you can form relationships with COIs.
In Praise of Praise: How Distribution Leaders Are Chasing Away Talent
His reputation speaks volumes.
She leads a channel of one of the most respected mutual fund distribution organizations in the land.
His innovations and ideas have been cross pollinated throughout other channels – and have added considerable billions to the top line of the firm.
She is a results driven leader who has delivered double digit growth, consistently, for years.
How Great Wholesalers Get The Appointment Without Leading With Product
A reader of this blog and student of the Wholesaler Email Clinic writes to us:
“How you would formulate a meeting request email where you have no value add and [product] from a firm no one has heard of to a group of pure RIA’s?
My conundrum is I cannot lead with business building tools because I have none, I should not lead with product and there is no brand recognition to a group of folks that don’t know me from a whole in the wall. [Read more…]
Your Territory Is Being Cut, Now What?
It’s inevitable.
At some point in your wholesaling career, you will be faced with a territory cut/realignment.
From a management perspective, it occurs because you have grown your territory (congratulations) to the point where it can now sustain another wholesaler.
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