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31 Things Your Toughest Wholesaling Competitor Won’t Tell You

If not you then who?

Who is the best known, most memorable wholesaler in your territory?

More importantly, how do they get to that lofty position?

What do they know to become (and remain) known?

[Read more…]

Brexit Be Damned – 9 Things Wholesalers Can’t Control and 15 Things They Can

It’s easy to get sucked into the calamity du jour and lose focus.

To that end we offer a bit of perspective.

[Read more…]

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.

[Read more…]

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:

[Read more…]

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.

[Read more…]

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