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Wholesalers Need to Get Dirty in the Data – Steve DeLano

wholesalers get dirty in data

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.

[Read more…]

Advisor ADHD: Are Wholesalers Being Heard? – Maribeth Kuzmeski

financial advisor adhd

The speed at which information is coming at financial advisors today is unprecedented.

In a moments time they are bombarded with endless messages.

And somewhere in that clutter you need to stand out with your message.

[Read more…]

Wholesaler Entertaining Dilemma: Wine And Food Pairing

Atlanta Wine School - Wholesaler Wine Education

Some things just obviously go together.

Cream and coffee.

Summer and the beach.

[Read more…]

Wholesaler Talent Is Overrated – Geoff Colvin

How do great actors collect Academy Awards?

How do legendary comics fill 25,000 seat arenas?

How do great wholesalers become great?

[Read more…]

How To Become A Preferred Wholesaler – Matt Oechsli

Wholesalers are a dime a dozen.

Preferred wholesalers are damn hard to find.

[Read more…]

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