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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…]

Mutiny On The Wholesaler Bounty: Why Firms Need To Reevaluate What They Inspect and Expect

There is a storm brewing.

The darkest clouds are forming at the confluence of new school behaviors and technologies colliding with old school distribution sales analysis.

And it means that a mutiny might be on the horizon.

[Read more…]

How Can Wholesalers Profit From Advisor Uncertainty? – Daniel Burrus

Who will be the next president?

What will fiscal policy be in 2013?

How will the economy respond to the latest stimulus?

All of this uncertainty is just the latest chapter – because there is always some measure of uncertainty in our business.

The question is: How do you profit from it?

[Read more…]

Do Advisors Prefer Emails or Phone Calls to Schedule Wholesaler Appointments?

The email versus phone call question was just one of the questions we asked recently in a financial advisor survey Wholesaler Masterminds did in cooperation with Financial Planning Magazine.

And the results were stunning.

[Read more…]

UPDATED: Now 84 iPhone and iPad Apps Wholesalers Can Use!

There was a thread recently started at LinkedIn in the Wholesaler Masterminds Group about iPad apps.

Naturally we needed to chime in.

Here are the apps that we are using most frequently – both on our iPad and/or iPhone. Some apps may not be optimized for both platforms. All comments extracted from the app’s iTunes listing.

[Read more…]

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