Wholesaler Masterminds®

Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker

FundFire Survey Uncovers Wholesaler Weaknesses and Opportunities

In mid July FundFire ran the results of a survey aimed at understanding “ways managers can improve their chances of being selected for advisors’ portfolios.”

According to the site:

Overall, 141 advisors representing more than 10 firms participated in the 12-question survey. The respondents hailed from wirehouses, regional broker-dealers, independent broker-dealers, registered investment advisors and banks; the majority of respondents were wirehouse advisors.

While this survey was geared towards the mutual fund asset management population, the finding are no less insightful for any wholesaler that calls on financial advisors.

A few of the findings that gave us pause for thought here at Wholesaler Masterminds: [Read more…]

Teleconference: Five Secrets To Attaining Wholesaling Success AND Having A Life Too

Why Should You Listen to the Recording?

If you:

  • Are having trouble finding balance between your work and personal life
  • Have had relationship issues brought on by your commitment to the wholesaling lifestyle
  • Are missing family events
  • Are tired of feeling overwhelmed
  • Make time for everyone else (clients, prospects, kids, spouse, friends) and not enough time for you

then this call has suggestions designed for you!

[Read more…]

Get More Cheeks In Rep Meeting Seats

Investment News holds a teleconference about a topic and offers CE credit for those in attendance.

Financial Planning Magazine offers a quick 10 question quiz at the end of the monthly issue and offers CFP, CIMA, CIMC and CPWA continuing education credit for successful completion.

You hold a meeting covering an economic update along with sales ideas and reps get…..donuts.

What do Investment News and Financial Planning know that you should too? [Read more…]

What Are The Five Drivers of Wholesaler Dissatisfaction?

Unique to the profession, wholesalers frequently spend hours upon hours alone. They are driving long distances from Point A to Point B, enduring unending air travel delays, or are holed up in the local Hilton.

And, not at all unique to the profession, during that alone time they have time to think.

Sometimes as they think they become increasingly dissatisfied.

And like listening to a dripping faucet in a rundown Radisson they get obsessed by the noise of their thoughts.

So what is it that wholesalers are dissatisfied about? [Read more…]