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You are here: Home / Blog

Tell Us Your Story of Tales From the Road

Believe it or Don't - Wholesaler Tales From the Road.

For the last 25 years that we’ve been in distribution we’ve seen and heard some absolutely outrageous things happen in the field.

For instance:

[Read more…]

One Reason Advisors May Not Be Buying What You’re Selling

how do advisors learn

Are you a visual person?

If you are, and someone is simply speaking to you (without visual aid), you really have to do your best to listen with purpose and intent, in order to get the full and granular detail of what they’re saying and meaning.

It can be hard work.

However, if someone presents to you using a visual element (brochure, diagram. images), your understanding, comprehension and retention tend to go way up.

Do you know what type of learner the financial advisor sitting in front of you is?

[Read more…]

A Wholesaler’s Fascination Advantage – Sally Hogshead

What makes you valuable to the advisors that you serve?

If you better understood what made you valuable – how the world sees you – wouldn’t you be able to make a more brilliant impression on both prospects and clients?

[Read more…]

4 Things Wholesalers Shouldn’t Ass-ume

There seems to be a recurring theme in our coaching practice.

Wholesalers that are assuming.

Such as –

[Read more…]

A Wholesaler’s Off Season – Walter Bond

Bigger

Stronger

Faster

That’s what pro athletes work to become in their off season.

[Read more…]

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