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Are Wholesalers Emotionally Fit? – Dr. Barton Goldsmith

financial services wholesaler emotional fitness

Wholesaling demands that you be fit physically and emotionally.

Welcome Dr. Barton Goldsmith, who is a three-time award winning psychotherapist, a syndicated columnist and radio host, as well as a recognized keynote speaker.

[Read more…]

How Do Wholesalers Build Loyalty With Advisors? – Shep Hyken

On a LinkedIn Group I saw the following comment and knew that, as a community of wholesalers, we have a long way to go to change the perceptions of most advisors:

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On My Mind: Information Overload and the Importance of What You Say and How You Say It – Covid-19 Edition

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.

This episode: Information Overload and the Importance of What You Say and How You Say It – Covid-19 Edition

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Undeniable Attributes of the Greatest Wholesalers – Part One

Sequoia Lifetime Achievement Award Winners 2010

You may have seen the post that WholesalerBriefcase.com wrote about the Wholesaler Lifetime Achievement Award presented at the recent Sequoia Connect ’10 conference.

As I sat in the audience and listened to each award winner* speak from the dais I couldn’t help but make a list of the attributes that they outlined as being most critical to their success.

We have decided to make this a multi-part post so that our readers can digest these attributes and have time to reflect on them in the light of their own practices.

So, in no particular order, here is Part One.

[Read more…]

Four Important Messages For New(er) Wholesalers

Coach Rob Shore compares his discussions with two very different clients.

One who, very early in his career, is crushing it.

The other who can’t seem to get out of his own head/way.

[Read more…]

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