Every day you craft emails that are repetitive.
And, if you are like many wholesalers, you retype each one.
Stop the insanity!
Advisors Speak: The 9 Most Effective Ways Wholesalers Work With Us
Assembled at a Money Management Institute event in NYC (for which we provided the opening keynote presentation), a group of top flight wholesalers from assorted firms gathered to hone their skills and deepen their knowledge with insights from peers, industry leaders, and financial advisors whom we serve.
The question, “How do Wholesalers Most Effectively Work with Financial Advisors”, was posed to a panel of broker/dealer senior management level experts.
A Wholesaler’s Unfair Advantage
Call them VCs or Angel investors.
They’re folks that listen to endless pitches from wide eyed, eternally hopeful entrepreneurs who think they have the next great idea.
Are You Hiding Behind Busy?
One Awesome Sales Idea
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