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What Financial Advisors Want From Wholesalers – Ross Marino

What exactly do financial advisors want from wholesalers?

On a previous Wholesaler Masterminds Radio show we went Inside the Mind of the Financial Advisor with Bill Smith.

[Read more…]

Five Ways Advisors Can Use Wholesalers to Get to Their Own Retirement

wholesalers help financial advisors get to retirement

This article is from the Fall 2011 issue of The American College’s Wealth Channel Magazine:

It presents ideas for advisors on how to best partner with wholesalers.

Enjoy the read.

Five Ways Advisors Can Use Wholesalers to Get to Their Own Retirement – Wealth Channel Winter 2011 by Rob Shore on Scribd

Run Your Territory Like A Business, Not A Clubhouse

Denver, lunch with Al.

Boise, cocktails with Lou.

Salt Lake City, dinner with Paul.

Next rotation = lather, rinse, repeat.

[Read more…]

How Wholesalers Build Confidence By Developing Their PVP – Peerless Value Proposition®

Maybe you are a seasoned veteran that has lost a bit of your moxie.

Maybe you are a young wholesaler just starting out, somewhat tentatively, on the career journey.

In either case, developing a strong PVP – Peerless Value Proposition® can be just the medicine that you require to harness the confidence that you need.

[Read more…]

2 Ways Wholesalers Can Earn More Corner Office Business – Hannah Grove

The coveted corner office advsior.

Whether the term is used metaphorically or literally, these are the reps that every wholesaler wishes they could break through to.

[Read more…]

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