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You are here: Home / Blog

Pick Up The Damn Phone! with Paul Neuberger

Study after study tells us that:

– Advisors would rather schedule wholesaler appointments via email versus phone
– Millennials hate speaking on the phone and would rather text
– Cold calling has gone the way of diesel powered cars

In fact many wholesalers, though they may not admit it out loud, are downright afraid of the phone.

[Read more…]

How to Reduce Friction in Advisor Appointments: Wholesaler Tech Talk with Dave Lubnik from YCharts

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…]

Four Meetings, Save a Life, Dinner With Rep – Just Another Day

Recently on LinkedIn and this website we put out the call for outrageous stories from wholesalers.

You know, those barely believable incidents that involve reps, other wholesalers or managers.

While we ask you to chronicle those tales (anonymously if you wish), we were struck by this reply at the Investment Wholesalers of America group:

[Read more…]

The Dangerous Downside of Digital: Are Wholesalers Misusing Technology?

technology danger for wholesalers

The technical term is sales enablement tool.

And in the dark ages of wholesaling a cutting edge sales enablement tool was the mobile phone – the kind that had a base unit mounted in the trunk and a hand held receiver mounted on the floorboard of the passenger compartment.

With the advent of mobile, a road warrior could now scream down the freeway engaged in full conversation between advisor appointments. [Read more…]

6 Ways Wholesalers Become Franchise Players

The days of the lone wolf wholesaler are dead.

That’s right, the wholesalers that profess the credo of “I just want to be left alone to do my job” are become extinct as quickly as the Antillean Giant Rice Rat.

Welcome to the age of the franchise player.

Franchise players (FP’s) are wholesalers who:

[Read more…]

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