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Wholesalers Should Give Their Clients The Platinum Treatment

In the Winter 2013 issue of the American College’s Wealth Channel Magazine we did a story titled “All That Glitters Is Platinum!”

Because the bar for great service continues to rise.

And, while some follow the Golden Rule, great wholesalers follow the Platinum Rule.

[Read more…]

12 Ways Wholesalers Succeed at FPA Meetings

You’ve been approached by a local Financial Planning Association (FPA) chapter to sponsor one or more meetings.

If you’re like me, part of the thought process is:

  • How many sponsors are there?
  • How will I get to participate?
  • Will I get a list of participants to market to?
  • How do I know that the money is not a giant waste of resources?

[Read more…]

Advisor Elephant Hunting: Use LinkedIn to Get References and Recommendations

One of the things we work on with our Wholesaler Masterminds Coaching clients is how to effectively work a list of prospects.

Well, not just any prospects – by prospects we mean Elephants.

Advisors so large that they will make your Career Year happen…fast.

[Read more…]

Why Wholesalers Should Take The Stairs – Rory Vaden

Wholesalers, are you looking for the path that is most convenient?

Or are you looking for the magic short cut?

Well, stop.

Rory’s research tell us that “ultra performers” do the stuff that others don’t want to do.

[Read more…]

Ready To Shatter The Year Ahead? You’ll Need These 5 Great Wholesaler Traits

[Editor note: While written for the start of the 2013 campaign, this post has ‘all weather/evergreen’ content]

Fiscal cliff.

No fiscal cliff

Another calamity du jour.

And you know Yogi Berra once said, “It’s deja vu all over again”.

2013 promises to be another in a series of challenging years for even the best wholesalers.

Yet market uncertainty simply reinforces the need for great wholesalers to be at the top of their game.

[Read more…]

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