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Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker

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If It Walks Like A Duck

You know the glamour of travel.

Especially when traveling by taxi in any metropolitan city.

[Read more…]

54% of Wholesalers See Significant Impact on Future Income: 2017 State of Wholesaling Survey Results – Part 4

Wholesaler Masterminds State of Wholesaling Survey Results

Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Canada based community. We requested survey responses through direct email outreach, LinkedIn, Twitter and Facebook.

We received 847 total responses. In addition we received over 800 written comments.

This is Part 4 of our effort to provide you with an overview of the Survey results.

See Part 1 here.

See Part 2 here.

See Part 3 here.

[Read more…]

70% of RIAs Are Not Influenced by Wholesalers and 46.7% React Negatively to Interactions

That was the startling headline we recently read.

The statements were derived from a study done by AP Viewpoint: How Advisors Choose Actively Managed U.S. Equity Funds.

We encourage you to get the full 80 page report (link provided below), as our focus here is solely on the findings and accompanying quotes that the RIA study participants offered about ‘product representatives’ aka wholesalers.

[Read more…]

Death By Daily Sales

Alarm sounds.

Eyes open.

Grab phone.

[Read more…]

Wholesalers Believe Big Data and Technology Having Significant Impact on Business: 2017 State of Wholesaling Survey Results – Part 3

Wholesaler Masterminds State of Wholesaling Survey Results

Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Canada based community. We requested survey responses through direct email outreach, LinkedIn, Twitter and Facebook.

We received 847 total responses. In addition we received over 800 written comments.

This is Part 3 of our effort to provide you with an overview of the Survey results.

See Part 1 here.

See Part 2 here.

[Read more…]

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