We frequently speak to wholesalers about their effectiveness at advisor conferences.
And we have written about it too.
Here.
And here.
Recently, it has us asking what if?
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…]
12 Traits Of Your Preferred Advisor Profile
Have you thought about who your ideal client is?
When you’re trying to wade through an enormous number of potential advisors that you want to add to your list of best prospects, because there’s 2,000, 3,000, 4,000 possible advisors to call on your territory, how do you skinny that universe down to size?
Do Advisors Prefer Emails or Phone Calls to Schedule Wholesaler Appointments?
The email versus phone call question was just one of the questions we asked recently in a financial advisor survey Wholesaler Masterminds did in cooperation with Financial Planning Magazine.
And the results were stunning.
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