We’ve received some great questions via email, as well as in our live events lately, so we thought we’d address some of them here for all to see.
How To Become A Preferred Wholesaler – Matt Oechsli
10 Reasons Why Wholesalers Love Their Internals…Or Not
The reality is I was both fortunate and lucky.
Fortunate because out of the 5 internal wholesalers I had in my career, 3 of them were heaven sent.
Lucky because it doesn’t happen frequently enough that both internal and external click on all cylinders.
How Do Wholesalers Build Loyalty With Advisors? – Shep Hyken
On a LinkedIn Group I saw the following comment and knew that, as a community of wholesalers, we have a long way to go to change the perceptions of most advisors:
There’s Always A Crack In The Door For Wholesalers To Get Through
Back in October I spoke at the CFDD Conference in Chicago.
I was asked by Ross Marino at Rekon Intelligence to join him on a panel that addressed how wholesalers can get access to elite financial advisors – even when they are crazy busy.
Following that engagement we interviewed Ross for Wholesaler Masterminds Radio in a segment called: What Financial Advisors Want From Wholesalers.
Now we are bringing you the audio of the email tips that we shared with the audience that day.
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