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Five Ways To Detect If Advisors Are Lying

You run into it all the time.

The advisor that promises the moon.

And delivers nothing. Nada. Zip. Zero.

So how can you tell if the advisor is lying?

[Read more…]

Wholesalers Should Give Their Clients The Platinum Treatment

In the Winter 2013 issue of the American College’s Wealth Channel Magazine we did a story titled “All That Glitters Is Platinum!”

Because the bar for great service continues to rise.

And, while some follow the Golden Rule, great wholesalers follow the Platinum Rule.

[Read more…]

12 Ways Wholesalers Succeed at FPA Meetings

You’ve been approached by a local Financial Planning Association (FPA) chapter to sponsor one or more meetings.

If you’re like me, part of the thought process is:

  • How many sponsors are there?
  • How will I get to participate?
  • Will I get a list of participants to market to?
  • How do I know that the money is not a giant waste of resources?

[Read more…]

Can Wholesalers Effectively Use Loyalty Programs? – Shep Hyken

Your favorite airline has one.

Your favorite hotel has one.

In fact, it’s hard to find a business or industry that isn’t trying to make a repeat customer out of you.

So, do you have one for your practice?

[Read more…]

Why Wholesalers Should Take The Stairs – Rory Vaden

Wholesalers, are you looking for the path that is most convenient?

Or are you looking for the magic short cut?

Well, stop.

Rory’s research tell us that “ultra performers” do the stuff that others don’t want to do.

[Read more…]

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