Whoa – what a ride it’s been.
Since the market bottom on March 9, 2009, the S&P 500 is up roughly 450 percent.
A Whole Lot More Than 24 Great Ideas Wholesalers Use to be More Productive – and Memorable
The first 24 ideas post was written in 2009. The ideas were borne out of Wholesaler Masterminds® Group Coaching calls.
They have now been edited, updated and refreshed with the latest ideas, insights and info.
The ideas presented here only scratch the surface of the depth and breadth of knowledge, experience and wisdom great wholesalers apply in their practice every day.
Unavoidable Truth: You Need to Get Your Teeth Kicked In
During my years at OppenheimerFunds, I spent a ton of time training future bank platform reps how to sell mutual funds.
Each month the Mutual Funds One class would begin with participant introductions, and I could tell from the wide eyes and hesitant voices that these New Account Representatives were not quite ready to embark on the company mandate that they now learn how to sell non-deposit products to bank clients.
One iPhone Hack That Will Save You a Ton of Time
Every day you craft emails that are repetitive.
And, if you are like many wholesalers, you retype each one.
Stop the insanity!
Advisors Speak: The 9 Most Effective Ways Wholesalers Work With Us
Assembled at a Money Management Institute event in NYC (for which we provided the opening keynote presentation), a group of top flight wholesalers from assorted firms gathered to hone their skills and deepen their knowledge with insights from peers, industry leaders, and financial advisors whom we serve.
The question, “How do Wholesalers Most Effectively Work with Financial Advisors”, was posed to a panel of broker/dealer senior management level experts.
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