Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Assembled at a Money Management Institute event in NYC (for which we provided the opening keynote presentation), a group of top flight wholesalers from assorted firms gathered to hone their skills and deepen their knowledge with insights from peers, industry leaders, and financial advisors whom we serve.
The question, “How do Wholesalers Most Effectively Work with Financial Advisors”, was posed to a panel of broker/dealer senior management level experts.
Oh what a year it was.
One of the amazing years in which the stars aligned for most firms/wholesalers in a way that hasn’t been experienced in years.
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.
This episode: Protecting Your Business During Covid-19: Wide Moat Wholesaling
In our recent 2017 State of Wholesaling Survey we asked:
What areas of improvement would benefit you most over the next three years?
The wholesalers surveyed said:
