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

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12 Traits Of Your Preferred Advisor Profile

wholesaler preferred advispr profile

Have you thought about who your ideal client is?

When you’re trying to wade through an enormous number of potential advisors that you want to add to your list of best prospects, because there’s 2,000, 3,000, 4,000 possible advisors to call on your territory, how do you skinny that universe down to size?

[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…]

Conducting Super Successful Advisor Appointments

You finally score that appointment with that advisor that you covet and, amid the anxiety of wanting it to go well, you realize that your format and structure for advisor meetings, well, sucks.

Rest assured, you are not alone.

[Read more…]

The Internal Who Used To Work For Ronco

If you are a reader of the Sunday Night Email (and if you’re not sign up in the sidebar) you know that we recently wrote:

Only 22 pitchers have tossed perfect games in Major League Baseball history.
 
What about your internal wholesaler’s pitch?

[Read more…]

3 Things Wholesalers Do To Impress Home Office Visitors

what do financial advisors want from wholesalers

Recently a coaching client informed me that he had his boss coming for a ride-along.

My first question was, “How many appointments do you have?”

His answer was not pretty.

[Read more…]

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