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Yes, Great Wholesalers No

Wholesalers hate the word.

Yet, it’s a word you should learn to love.

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2020 UPDATE: This One [Other] Chart Should Scare The Crap Out Of You

Brand new data.

Same old story?

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Four Things Wholesalers Can Do Today To Survive The Next Recession/Market Downturn

Whoa – what a ride it’s been.

Since the market bottom on March 9, 2009, the S&P 500 is up roughly 450 percent.

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A Whole Lot More Than 24 Great Ideas Wholesalers Use to be More Productive – and Memorable

The first 24 ideas post was written in 2009. The ideas were borne out of Wholesaler Masterminds® Group Coaching calls.

They have now been edited, updated and refreshed with the latest ideas, insights and info.

The ideas presented here only scratch the surface of the depth and breadth of knowledge, experience and wisdom great wholesalers apply in their practice every day.

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Unavoidable Truth: You Need to Get Your Teeth Kicked In

During my years at OppenheimerFunds, I spent a ton of time training future bank platform reps how to sell mutual funds.

Each month the Mutual Funds One class would begin with participant introductions, and I could tell from the wide eyes and hesitant voices that these New Account Representatives were not quite ready to embark on the company mandate that they now learn how to sell non-deposit products to bank clients.

[Read more…]

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