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5 Powerful Reasons Wholesalers Form Partnerships

Let’s face it, wholesaling can be a pretty solitary lifestyle.

It’s safe to say that, as a community, we spend more time alone in our regions (between appointments, after hours on the road, etc.) than many/most careers.

Yet too many wholesalers overlook the meaningful ways in which partnerships – specifically with other wholesalers – can improve the quantity of their sales and the quality of the job.

[Read more…]

More How To Work A Room® – Susan RoAne

wholesalers: what's your schmooze quotient?

How often do you eagerly anticipate that next advisor event where it’s you and 30-50 of them?

Truth be told we know some of you thrive in this setting and others, well, have room for improvement.

[Read more…]

The Rules of Wholesaler Networking – Michael Goldberg

Wholesaler networking rules

Have you ever wondered how to maximize your conference attendance, especially when it comes to the social side of the event?

Yes, you work a mean booth, but what about your networking at the cocktail reception?

[Read more…]

12 Ways Wholesalers Succeed at FPA Meetings

You’ve been approached by a local Financial Planning Association (FPA) chapter to sponsor one or more meetings.

If you’re like me, part of the thought process is:

  • How many sponsors are there?
  • How will I get to participate?
  • Will I get a list of participants to market to?
  • How do I know that the money is not a giant waste of resources?

[Read more…]

9 What Ifs: A Wholesaler’s Approach To Working Conferences

We frequently speak to wholesalers about their effectiveness at advisor conferences.

And we have written about it too.

Here.

And here.

Recently, it has us asking what if?

[Read more…]

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