We work in a industry that is filled with egos.
Big egos.
Wholesalers Need to Get Dirty in the Data – Steve DeLano
Too many years ago to count I was at a wholesaler meeting where our firm had enlisted the services of a then start up company to provide us with a look at how advisors viewed the firm and us as wholesalers.
It was at this meeting that I met Steve DeLano and Market Metrics.
Are You A Prehistoric Wholesaler?
A senior leader of distribution that we were interviewing for the next issue of I Carry The Bag magazine was discussing his outlook regarding the landscape for wholesaling 3-5 years in the future.
And, the implications for wholesalers that are rooted in days gone by.
We dusted off this piece which was originally written in 2009:
Advisor ADHD: Are Wholesalers Being Heard? – Maribeth Kuzmeski
The speed at which information is coming at financial advisors today is unprecedented.
In a moments time they are bombarded with endless messages.
And somewhere in that clutter you need to stand out with your message.
Can You Swim in the Deep End of the Wholesaling Pool?
We speak A LOT about PVP – Peerless Value Proposition®.
Our coaching calls, speaking engagements, tele-classes and radio shows have all addressed this topic.
And there is something important you need to know.
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