How Can Wholesalers Deepen Their Advisor Relationships? with Anne Loehr What’s the wholesaler formula for success? In our writing and speaking we have identified it as IQ+EQ+CQ=MQ. [Read more…]
Why Do a Few Highly Successful Wholesalers Consistently Outperform Their Peers? with Anthony Iannarino A ‘no’ is not a failure. It’s information. The ability to think on your feet is no excuse for being unprepared. Small salespeople ask weak questions. [Read more…]
How Can Wholesalers, Advisors and Their Clients Be More Cyber Secure? Our interview with Jeff Lanza If the Kremlin can hack a political party, what’s to stop your accounts from being accessed by evil doers? How can you protect your online security? What steps can you take to avoid identity theft? [Read more…]
Client Service Models for Wholesalers and Their Advisors with Paul Kingsman How many active sellers do you serve? 200? 500? 800? How do you decide how much “love” to give, to whom, and when? [Read more…]
3 Ways Wholesalers Make a Difference in the Lives of Their Clients, Coworkers, Family and Friends with Mark Scharenbroich We have chosen to work in (and be amply rewarded by) a highly competitive, often cutthroat, bottom line focused industry. Too often, in the tireless pursuit of the business objectives, we overlook simple (but by no means easy) ways to impact the lives of those around us. [Read more…]