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You are here: Home / Blog

Wholesalers, Do You Know the Rules of Highly Effective Networking? with Michael Goldberg

You touch a ton of advisors , COIs and fellow industry professionals.

You see them in every conceivable venue.

But do you create mutually profitable networking opportunities from those encounters?

[Read more…]

Why Not Just Pay Wholesalers a Salary?

Over the past three days Ignites has been running the results of a wholesaler survey they did.

Ignites survey on the top issues that external wholesalers face in their profession. Precisely 152 wholesalers, representing more than 50 fund families with $3 trillion-plus in open-end mutual fund assets, took part in the research.

While there were a number of interesting findings one jumped off the page at me:

[Read more…]

Good Question, Glad You Asked #3: How Do You Take A More Consultative Approach To The Initial Advisor Meeting?

Recently Rob Shore, CEO and Founder of Wholesaler Masterminds®, was asked to field questions from a group of aspiring wholesalers who are enrolled in their firm’s training and development program.

The questions they asked are, likely, on the minds of many current and/or future wholesalers.

For that reason, we thought we’d share the questions, and his answers, with you.

[Read more…]

Four Things Wholesalers Can Do Today To Survive The Next Recession/Market Downturn

Whoa – what a ride it’s been.

Since the market bottom on March 9, 2009, the S&P 500 is up roughly 450 percent.

[Read more…]

The Wholesaler’s Fred Factor – Mark Sanborn

Some folks would think that delivering mail for a living is about the most undifferentiated job on the planet.

And most advisors can’t tell one company’s wholesaler from another in a police line-up.

[Read more…]

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