The granularity and productivity of the discussions we get into with our most seasoned and successful wholesalers are always eye opening.
The Offensive Wholesaler – 5 Tactics To Keep Appointments on Track
You’ve got your appointment agenda in hand.
You have time blocked your meeting to insure the best possible use of the advisors time.
And then the one question comes your way that puts you on the defensive and blows the whole meeting.
No More Wholesaler Excuses – Sam Silverstein
We wrote The Responsible Wholesaler after a conversation with a wholesaler who had been let go by his firm.
Sadly, he wished to shift the blame for his departure to others.
Yes, Top Producers Can Get Fired Too
Some wholesalers are under the impression that great production is all that matters.
Maybe.
A Wholesaler’s Heart
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