Wholesaler Masterminds®

Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker

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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5 Ways Financial Advisors Partner With Wholesalers

Recently the folks at Rekon Intelligence asked me to host, and be the master of ceremonies for, one of their 401(k) Rekon events.

My job was to introduce the seven wholesaler speakers, make sure the show ran on time and generally make sure that the financial advisor guests were treated in the right fashion.

I also had a chance to plant some pro-wholesaler seeds, [Read more…]

8 Ways Wholesalers Can Improve Their Presentation Skills

Recently I attended an event that afforded me an opportunity to hear seven 30-minute wholesaler presentations, back to back.

The presenters ranged from seasoned and long tenured professionals to a couple of newer folks.

These presentations reminded me of some tips that the best speakers practice – and rest assured that the best speakers do practice, often.

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17 Tools Wholesalers Can Use To Get Geeky With Advisors

I remember the first time we deployed laptops to our salesforce (yes, it’s a while ago) and began the training process. It quickly became evident that the team was divided into 3 camps.

Wholesalers who embraced what was then the new technology and were eager to learn.

Wholesalers that had a more difficult time with the learning process but were extending a solid effort.

[Read more…]