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How Can Wholesalers Sell To Crazy Busy Advisors? – Jill Konrath

You’re busy.

I’m busy.

The advisors that we covet are busy.

How can wholesalers who wish to connect with these crazy busy advisors, who hold the key to our sales goals and annual incomes, be more effective?

[Read more…]

Four Meetings, Save a Life, Dinner With Rep – Just Another Day

Recently on LinkedIn and this website we put out the call for outrageous stories from wholesalers.

You know, those barely believable incidents that involve reps, other wholesalers or managers.

While we ask you to chronicle those tales (anonymously if you wish), we were struck by this reply at the Investment Wholesalers of America group:

[Read more…]

21 Ways Wholesalers Can Shorten The Sales Cycle With Advisors

We’ve all been there.

One visit leads to five and still not one ticket.

What’s a well intentioned wholesaler to do?

Here are 21 ways to shorten the sales cycle:

[Read more…]

7 Most Popular Posts in March 2011

Here are the 7 most popular posts your peers were reading in the month of March:

  • Newsflash: Advisors Are Not Opening Your Emails
  • The Results Part 2 – Wholesaler Survey 2011
  • Wholesaler Survey 2011 – The Results: Part One

[Read more…]

5 Ways Wholesalers Endear Themselves to Advisors For Life

Earlier this month I had the opportunity to present a wholesaler workshop along side Craig Rollins, CEO of LJ Cooper Wealth Advisors at REISA.

In addition to his work as an advisor and senior leader, Craig has written a book on wholesaling that was inspired by his experience with wholesalers from the client side of the table called The Wholesaler’s Companion.

[Read more…]

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