What skills will it take to achieve your best year yet?
Here’s 17 worthy of serious consideration.
Conducting Wildly Successful Wholesaler Sponsored Wine Events – Michael Bryan
Perhaps you know that I Carry The Bag covers the art, science and lifestyle of wholesaling.
And wine covers all three, wouldn’t you agree?
So it stands to reason that working with your financial advisor to create a most memorable, client facing, wine event makes a ton of sense.
The problem is too many wholesalers are not quite sure where to start.
51 Posts Every External Wholesaler Needs To Read
You really have grabbed the golden ring.
Done properly, your role as an external wholesaler will yield amazing career and financial rewards.
To assist you, here’s a curated list of posts we STRONGLY recommend you read.
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.
Nobody Cares How Much Wholesalers Know – Sam Richter
Nobody cares how much you know, until they know how much you care. ~Theodore Roosevelt
Isn’t that the truth – especially as it relates to the financial advisors that you serve?
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