Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker
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.
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.
We ran a quick survey in two different wholesaler groups on LinkedIn to find out how wholesalers are feeling about their sales goal in the year ahead.
What exactly do financial advisors want from wholesalers?
On a previous Wholesaler Masterminds Radio show we went Inside the Mind of the Financial Advisor with Bill Smith.
Denver, lunch with Al.
Boise, cocktails with Lou.
Salt Lake City, dinner with Paul.
Next rotation = lather, rinse, repeat.
