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Internal Wholesalers Who Want to Become External Wholesalers: You Have to Get Your Timecard Stamped

This question, or one quite like it, has been asked for as long as internal wholesalers have aspired to become externals.

And it’s one we received from an existing internal on an annuity desk:

I have high aspirations to get out into the field. The industry is always looking for experienced wholesalers now. What is the best way to get out into the field?

[Read more…]

In Markets Like These What You DON’T Say May Matter Most

This market is making advisors edgy.

So, you’re armed with the latest commentary from your firm.

You have defensible positions/responses for many/most of their concerns.

[Read more…]

The Emotionally Incompetent Wholesaler

Would you rather have a long-tenured sales machine, void of empathy, or a new(er) wholesaler who connects well on an emotional level with advisors, but is just starting their journey?

This paraphrased question came from a coaching client recently, as they were having issues with their internal partner.

[Read more…]

12 Ways Wholesalers Profitably Use Their PVP-Peerless Value Proposition®

 

It’s a gimmick.

To some naysayers, our insistence that wholesalers have a well conceptualized and executed PVP-Peerless Value Proposition® amounts to nothing more than a brilliant marketing tactic on the part of Wholesaler Masterminds®.

To which we say, “It’s ok”.

[Read more…]

Should Wholesalers Stop Making Thank You Calls?

This is a question we received from a Wholesaler Masterminds Coaching client recently. To which we wondered:

Why would an advisor suggest that your thank you calls are not welcome?

Could it be that the thank you call that you’re making is more injurious to your practice than helpful?

Is there a better style of call that you can make, besides the tried and true thank you call?

[Read more…]

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