Blog - Wholesaler Masterminds® - Page 74

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.

Creative Advisor Relationship Acquisition and Development Strategies with Dave Maloney and Mark Spina

Depending on what you read or who you follow, the fate of the wholesaler is perilous.

With team structures and investment platforms becoming the preferred operating model for so many advisors, how does today’s wholesaler successfully harvest, deepen and retain key advisor relationships?

We’ve brought together two special guests to address just that.

Become Better at Drafting on Influentials

Wholesalers are thought of (and often think of themselves) as lone wolves.

They have a reputation for “leave me alone and just let me produce” types of attitudes.

And most wholesalers are just that way – except for the great ones.

5 Ways Wholesalers Develop More Openable And Readable Emails

How many emails do you get in a day?

A week?

How backlogged are you in reading them?

In a recent meeting with a prospect I asked if she had received an email that I had sent.

5 Critical Strategies That Will Make COIs Love You

“COIs only want what’s in my checkbook”, said the wholesaler.

Maybe that’s because they don’t see any other value in you.

Centers of Influence come in all shapes and sizes.

Regardless of your channel or your product great wholesalers know that these folks can make the difference between good years and Career Years.

Here’s a list of things to do to make COIs love you:
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