Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
Our friends at YCharts have released a new white paper, What Do Advisors Look For In Wholesalers?.
It attempts to answer:
What do advisors look for in their wholesalers?
How can wholesalers make the biggest positive impact on an advisor’s business as a whole?
What can wholesalers do to create even more value for the advisors they work with?
During the last week of June 2021 we received an email from a Divisional Manager that read:
From the Fall 2014 edition of The Wealth Channel Magazine, published by The American College.
Feel free to print a copy and use as a talking points document with your advisors…assuming you embody the eight traits!
For the last 25 years that we’ve been in distribution we’ve seen and heard some absolutely outrageous things happen in the field.
For instance:
Why is it that charities like to send us pre addressed labels for free?
What does the waitress at your local restaurant know that you should too?
Are you aware that the Hare Krishnas used to raise million of dollars using a concept that you should use more of as well?
Over 30 years of distribution experience provides the knowledge and granular insights Rob's clients require to assist them with their practices - whether working one on one, in groups, or live events; with senior leaders or frontline wholesalers. [Read More or Contact Us]
