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You are here: Home / Blog

6 Things You Might Be Doing To Piss Off Advisors

what pisses of financial advisors

We picked up a comment left on a story at Ignites.com that caught our eye.

The Ignites article was titled: Wholesaler Mistakes That Irk Advisors Most (link requires subscription).

The comment appears to have been posted by a Financial Advisor.

He writes:

[Read more…]

Great Wholesaling vs. Just OK Wholesaling: Wholesaler Tech Talk with Barry Mandinach

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…]

Successfully Navigating Change with Dr. Ron Rembisz

What’s changed in your wholesaling world recently?

Your territory?

Channel?

[Read more…]

What’s Your Wholesaler Schmooze Quotient? – Susan RoAne

wholesalers: what's your schmooze quotient?

Wholesalers are paid to be great sales professionals and professional schmoozers.

Who better to walk into a room filled with clients or public customers and deftly start the process of captivating everyone they touch?

Unless, somewhat secretly, you really aren’t the best in that setting.

[Read more…]

How Can Wholesalers, Advisors and Their Clients Be More Cyber Secure? Our interview with Jeff Lanza

If the Kremlin can hack a political party, what’s to stop your accounts from being accessed by evil doers?

How can you protect your online security?

What steps can you take to avoid identity theft?

[Read more…]

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