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

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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…]

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…]

A Wholesaler’s Best Practices Gap

Yesterday I was speaking to a coaching client that I’ve had the privilege of working with for the last 12 months.

We were debriefing his progress during our time together and I commented that he really has done a fine job aligning his best intentions with his best practices.

And that’s the thing with the great wholesaler versus the typical wholesaler.

[Read more…]

How Great Wholesalers Get The Appointment Without Leading With Product

A reader of this blog and student of the Wholesaler Email Clinic writes to us:

“How you would formulate a meeting request email where you have no value add and [product] from a firm no one has heard of to a group of pure RIA’s?

My conundrum is I cannot lead with business building tools because I have none, I should not lead with product and there is no brand recognition to a group of folks that don’t know me from a whole in the wall. [Read more…]

12 Traits Of Your Preferred Advisor Profile

wholesaler preferred advispr profile

Have you thought about who your ideal client is?

When you’re trying to wade through an enormous number of potential advisors that you want to add to your list of best prospects, because there’s 2,000, 3,000, 4,000 possible advisors to call on your territory, how do you skinny that universe down to size?

[Read more…]

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