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How Do Wholesalers Build Loyalty With Advisors? – Shep Hyken

On a LinkedIn Group I saw the following comment and knew that, as a community of wholesalers, we have a long way to go to change the perceptions of most advisors:

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The 800 Pound Wholesaler – Bill Guertin

Quick.

Tell me where you rank, marketshare wise, at your Top 5 focus firms/accounts.

Are you the dominant player?

Do you instill fear in other wholesalers?

[Read more…]

What Can Wholesalers Do When There’s Too Much To Do? – Laura Stack

Wholesaling and hamster wheels are too much alike.

It seems that the finish line just keeps moving out in time.

[Read more…]

Trends That Will Affect Wholesalers and Their Leaders – Lee Kowarski

future of distribution - wholesaler masterminds

What does the future hold for those of us that make our living in distribution?

What are the trends that will effect wholesalers, divisional managers, national sales leaders and the clients that they serve?

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What Financial Advisors Want From Wholesalers – Ross Marino

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.

[Read more…]

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