NOTE: Wholesalers – when you are done reading this send it to your boss and your marketing department.
3 Ways Wholesalers Can Have More Productive Advisor Meetings
Come on admit it.
We’ve all done it.
You have every intention of staying on track during that meeting with an advisor and before you know it 30 minutes has gone by in the blink of an eye.
23 Client Event Ideas For Wholesalers To Use With Advisors
Pulling off a successful client event is no easy task.
And we’ve been getting a lot of inquiries lately about suggestions for great client events.
In this post we define ‘client’ as the public customer and/or the advisor.
Also read: 25 Entertaining Ideas Wholesalers Use With Advisors
Wholesaler Dilemmas – Your Questions Answered
We’ve received some great questions via email, as well as in our live events lately, so we thought we’d address some of them here for all to see.
10 Reasons Why Wholesalers Love Their Internals…Or Not
The reality is I was both fortunate and lucky.
Fortunate because out of the 5 internal wholesalers I had in my career, 3 of them were heaven sent.
Lucky because it doesn’t happen frequently enough that both internal and external click on all cylinders.
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