Wholesaler Best Practices - Wholesaler Masterminds®

The Wholesaler’s Commitment To Service

In the most recent Wealth Channel magazine from The American College we were asked to provide a practice management article that would be applicable to advisors and wholesalers alike.
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We frequently speak to wholesalers about their effectiveness at advisor conferences.

And we have written about it too.

And here.

Recently, it has us asking what if?

Over the years we have written a bunch of posts that speak to both year end activities and planning for the year ahead.

We thought it would make sense to have much of that work in one place for your convenience.

If you read and implement even a fraction of what’s available here you’ll up your wholesaling game – guaranteed.

Kindness can win new fans for wholesalers.

Mike Robbins reflects on that and much more in the episode of Wholesaler Masterminds Radio.

Mike is the author of two bestselling books, Focus on the Good Stuff and Be Yourself, Everyone Else is Already Taken, which have been translated into twelve different languages.

There is a storm brewing.

The darkest clouds are forming at the confluence of new school behaviors and technologies colliding with old school distribution sales analysis.

And it means that a mutiny might be on the horizon.