It’s easy to get sucked into the calamity du jour and lose focus.
To that end we offer a bit of perspective.
Advisor’s Viewpoint: How to Successfully Manage Wholesaler Relationships
This post from June 21, 2016 originally ran at Advisors Perspective and was written by Teresa Riccobuono. It is posted here at Wholesaler Masterminds® with permission.
In my recent article on investment philosophy, I mentioned using your relationship with wholesalers to benefit your clients. Developing good relationships with wholesalers of funds in which your clients are invested makes good sense.
Fat and Happy Wholesaling
Strange beasts we are.
Both as humans and as wholesalers.
When the odds are stacked against us, when our world gets uncomfortably stirred, we often dig deep and work our butts off to avoid unenviable consequences.
Odds such as:
Lightspeed Wholesaling – When Today’s Fast Is Tomorrow’s Slow
Are you the wholesaling reincarnation of the flightless, now extinct, DoDo Bird?
Reminders that I have been in our business for a very long time have hit me recently.
In a conversation with a coaching client who is under 30, and well on his way to killing it in his first external gig, I referenced two things that evoked crickets.
12 Most Read Posts Of The Last 12 Months
We geek out occasionally on the stats of our Wholesaler Masterminds® website to learn more about what content you, our readers, enjoy.
To that end, here are the 12 Most Read Posts of the Last 12 Months – did you miss any?
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