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Advisor Elephant Hunting: Use LinkedIn to Get References and Recommendations

One of the things we work on with our Wholesaler Masterminds Coaching clients is how to effectively work a list of prospects.

Well, not just any prospects – by prospects we mean Elephants.

Advisors so large that they will make your Career Year happen…fast.

[Read more…]

Ready To Shatter The Year Ahead? You’ll Need These 5 Great Wholesaler Traits

[Editor note: While written for the start of the 2013 campaign, this post has ‘all weather/evergreen’ content]

Fiscal cliff.

No fiscal cliff

Another calamity du jour.

And you know Yogi Berra once said, “It’s deja vu all over again”.

2013 promises to be another in a series of challenging years for even the best wholesalers.

Yet market uncertainty simply reinforces the need for great wholesalers to be at the top of their game.

[Read more…]

17 Questions Wholesalers Should Ask Themselves to Have a Career Year

What skills will it take to achieve your best year yet?

Here’s 17 worthy of serious consideration.

[Read more…]

6 Things You Might Be Doing To Piss Off Advisors

what pisses of financial advisors

We picked up a comment left on a story at Ignites.com that caught our eye.

The Ignites article was titled: Wholesaler Mistakes That Irk Advisors Most (link requires subscription).

The comment appears to have been posted by a Financial Advisor.

He writes:

[Read more…]

9 What Ifs: The Great Wholesaler’s Approach To National Sales Meetings

wholesaler national sales meeting effectiveness

Between the years of carrying the bag and the years in management we, like you, have been to many a national sales meeting.

And with the height of the national sales meeting season approaching, it has us asking, “what if?”

[Read more…]

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