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Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker

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17 Tools Wholesalers Can Use To Get Geeky With Advisors

I remember the first time we deployed laptops to our salesforce (yes, it’s a while ago) and began the training process. It quickly became evident that the team was divided into 3 camps.

Wholesalers who embraced what was then the new technology and were eager to learn.

Wholesalers that had a more difficult time with the learning process but were extending a solid effort.

[Read more…]

How Can Wholesalers Sell To Crazy Busy Advisors? – Jill Konrath

You’re busy.

I’m busy.

The advisors that we covet are busy.

How can wholesalers who wish to connect with these crazy busy advisors, who hold the key to our sales goals and annual incomes, be more effective?

[Read more…]

Four Meetings, Save a Life, Dinner With Rep – Just Another Day

Recently on LinkedIn and this website we put out the call for outrageous stories from wholesalers.

You know, those barely believable incidents that involve reps, other wholesalers or managers.

While we ask you to chronicle those tales (anonymously if you wish), we were struck by this reply at the Investment Wholesalers of America group:

[Read more…]

7 Most Popular Posts in March 2011

Here are the 7 most popular posts your peers were reading in the month of March:

  • Newsflash: Advisors Are Not Opening Your Emails
  • The Results Part 2 – Wholesaler Survey 2011
  • Wholesaler Survey 2011 – The Results: Part One

[Read more…]

The Only Three Things A Wholesaler Has To Offer

A divisional manager coaching client was telling me about an activity he was doing with COIs.

I questioned him as to why he was the one engaging in the activity that a lesser trained, less expensive staff member could do with the exact same results.

And the rationale holds true for wholesalers as well.

[Read more…]

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