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What’s Your Wholesaler Schmooze Quotient? – Susan RoAne

wholesalers: what's your schmooze quotient?

Wholesalers are paid to be great sales professionals and professional schmoozers.

Who better to walk into a room filled with clients or public customers and deftly start the process of captivating everyone they touch?

Unless, somewhat secretly, you really aren’t the best in that setting.

[Read more…]

How Can Wholesalers Avoid Feeling Like A Victim In A Turbulent Economy? – Kyle Maynard

How much do economic events affect your state of mind?

When your product isn’t living up to it’s hype and your clients are getting antsy what do you do to stay positive?

Do you allow yourself to fall prey to a victim mentality?

Given the current state of market turmoil now’s a good great time to introduce you to Kyle Maynard.

[Read more…]

It’s O.K. To Use Your Cell Phone In The Restroom – Jeff Havens

It's O.K. To Use Your Cell Phone in the Bathroom

After the week that was August 8-12, 2011 you’re likely in need of some comic relief.

And we would be doing you a disservice if that humor didn’t contain business messages for you to consider.

Enter Jeff Havens.
[Read more…]

3 Keys To Motivating Advisors To Buy – JB Bush

Wholesaler are always asking us how to shorten the sales cycle and get advisors to ‘buy’ their products.
[Read more…]

Conducting Wildly Successful Wholesaler Sponsored Wine Events – Michael Bryan

Create a great client wine tasting event

Perhaps you know that I Carry The Bag covers the art, science and lifestyle of wholesaling.

And wine covers all three, wouldn’t you agree?

So it stands to reason that working with your financial advisor to create a most memorable, client facing, wine event makes a ton of sense.

The problem is too many wholesalers are not quite sure where to start.

[Read more…]

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