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You are here: Home / Blog

Creating Wholesaler Distinction | The Lessons of Taxi Terry – Scott McKain

If you’re not careful you’ll drown in the Sea of Sameness.

It’s that nauseating, choppy body of waste water on which too many wholesalers simply float along.

[Read more…]

Nobody Cares How Much Wholesalers Know – Sam Richter

Nobody cares how much you know, until they know how much you care. ~Theodore Roosevelt

Isn’t that the truth – especially as it relates to the financial advisors that you serve?

[Read more…]

3 Ways Wholesalers Can Have More Productive Advisor Meetings

Come on admit it.

We’ve all done it.

You have every intention of staying on track during that meeting with an advisor and before you know it 30 minutes has gone by in the blink of an eye.

[Read more…]

Data and a Wholesaler’s Search for Deeper Advisor Relationships: Wholesaler Tech Talk with Tim Kresl

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…]

Q: How Many Contacts Are Required Before Your Prospect Writes Your Business?

A: Likely a LOT more than you thought.

In December, Ignites Research released a report called “The Responsive Sales Staff” .

The findings were based on surveys conducted with a total of 522 elite US financial advisors from The Financial Times 400 Top Broker-Dealer Advisors and the Financial Times 300 Top Registered Investment Advisors cohorts.

[Read more…]

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