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Wholesalers Need to Get Dirty in the Data – Steve DeLano

wholesalers get dirty in data

Too many years ago to count I was at a wholesaler meeting where our firm had enlisted the services of a then start up company to provide us with a look at how advisors viewed the firm and us as wholesalers.

It was at this meeting that I met Steve DeLano and Market Metrics.

[Read more…]

Advisor ADHD: Are Wholesalers Being Heard? – Maribeth Kuzmeski

financial advisor adhd

The speed at which information is coming at financial advisors today is unprecedented.

In a moments time they are bombarded with endless messages.

And somewhere in that clutter you need to stand out with your message.

[Read more…]

3 Ways Wholesalers Can Have More Productive Advisor Meetings

Come on admit it.

We’ve all done it.

You have every intention of staying on track during that meeting with an advisor and before you know it 30 minutes has gone by in the blink of an eye.

[Read more…]

23 Client Event Ideas For Wholesalers To Use With Advisors

Pulling off a successful client event is no easy task.

And we’ve been getting a lot of inquiries lately about suggestions for great client events.

In this post we define ‘client’ as the public customer and/or the advisor.

Also read: 25 Entertaining Ideas Wholesalers Use With Advisors

[Read more…]

Wholesaler Talent Is Overrated – Geoff Colvin

How do great actors collect Academy Awards?

How do legendary comics fill 25,000 seat arenas?

How do great wholesalers become great?

[Read more…]

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