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You are here: Home / Blog

3 Things Wholesalers Do To Impress Home Office Visitors

what do financial advisors want from wholesalers

Recently a coaching client informed me that he had his boss coming for a ride-along.

My first question was, “How many appointments do you have?”

His answer was not pretty.

[Read more…]

Why Wholesalers Should Take The Stairs – Rory Vaden

Wholesalers, are you looking for the path that is most convenient?

Or are you looking for the magic short cut?

Well, stop.

Rory’s research tell us that “ultra performers” do the stuff that others don’t want to do.

[Read more…]

Video: How To Create Your PVP-Peerless Value Proposition®

A client recorded some in-house videos after a training we did at their offices.

Here’s an excerpt we thought you’d find helpful.

[Read more…]

We Need To Make A Change

Highs and lows.

Our careers are full of them.

Sometimes, whether we believe it’s deserved or not, we hear a message from the boss that shakes us to our core.

[Read more…]

What Keeps You Up At Night?

76 great advisor questions.

It’s the most popular download in the history of our website.

From that list of 76, one of the most popular questions wholesalers ask advisors is, “What keeps you up at night?”

[Read more…]

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