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Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker

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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…]

The Only Three Things A Wholesaler Has To Offer

A divisional manager coaching client was telling me about an activity he was doing with COIs.

I questioned him as to why he was the one engaging in the activity that a lesser trained, less expensive staff member could do with the exact same results.

And the rationale holds true for wholesalers as well.

[Read more…]

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THOUSANDS OF WHOLESALERS HAVE READ IT – HAVE YOU?

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