In the most recent Wealth Channel magazine from The American College we were asked to provide a practice management article that would be applicable to advisors and wholesalers alike.
[Read more…]
A View From The Wholesaler’s Passenger Seat – Dr. Bob Froehlich
Who’s been riding in your passenger seat lately?
Your boss? [also read: 7 Ways Wholesalers Can Survive A Manager Ride Along Visit]
Your internal?
Perhaps a home office visitor?
9 What Ifs: A Wholesaler’s Approach To Working Conferences
16 Wholesaler Business Planning Resources
Over the years we have written a bunch of posts that speak to both year end activities and planning for the year ahead.
We thought it would make sense to have much of that work in one place for your convenience.
If you read and implement even a fraction of what’s available here you’ll up your wholesaling game – guaranteed.
How Great Wholesalers Get The Appointment Without Leading With Product
A reader of this blog and student of the Wholesaler Email Clinic writes to us:
“How you would formulate a meeting request email where you have no value add and [product] from a firm no one has heard of to a group of pure RIA’s?
My conundrum is I cannot lead with business building tools because I have none, I should not lead with product and there is no brand recognition to a group of folks that don’t know me from a whole in the wall. [Read more…]
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