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37 Rules for Wholesalers (and counting)…

This post used to be called A Lot More Than 10 Rules for Wholesalers.

An odd title for a post, I know.

You see, it started as a Sunday Night Email (it’s received by over 4000 11,000 wholesaling folks – get on the Free Email Updates list) which read:

[Read more…]

40 Adjectives That Describe Great Wholesalers

adjectives that describe wholesalers

Today I was working with a coaching client as they prepared for a big interview.

It reminded me that for all the years I interviewed wholesalers, account managers, sales managers, internals hoping to move to external, etc. I always used the same interview questions.

And, generally speaking, most people hated them.

[Read more…]

Five Ways Advisors Can Use Wholesalers to Get to Their Own Retirement

wholesalers help financial advisors get to retirement

This article is from the Fall 2011 issue of The American College’s Wealth Channel Magazine:

It presents ideas for advisors on how to best partner with wholesalers.

Enjoy the read.

Five Ways Advisors Can Use Wholesalers to Get to Their Own Retirement – Wealth Channel Winter 2011 by Rob Shore on Scribd

3 Ways Wholesalers Can Influence Advisors – Steven Gaffney

Is honesty the best sales policy?

Can open and honest communication increase your business?

Can you influence advisors without “authority” over them?

Is lying by omission lying?

Is there an increased need to be more honest today – and have that be a strategic business advantage?

[Read more…]

Run Your Territory Like A Business, Not A Clubhouse

Denver, lunch with Al.

Boise, cocktails with Lou.

Salt Lake City, dinner with Paul.

Next rotation = lather, rinse, repeat.

[Read more…]

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