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

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Wholesaler Lessons From A Meltdown

When I speak to live audiences I ask them, as a part of discussing The Five New Realities, what they learned from the Great Recession.

With the market having recovered all of the lost ground of the market meltdown, 88% of investment managers forecasting positive equity returns in 2011, and distribution teams opening up long sealed checkbooks, it seems that the good times for wholesalers are on the cusp of being back in vogue – in a big way.

But wait.

[Read more…]

2011 Wholesaler Satisfaction Survey

2011 Wholesaler Masterminds Satisfaction Survey

It’s time for the second annual Wholesaler Satisfaction Survey. For the 2011 edition we have expanded the number of questions (it’s still short) and added topics that we know are on your mind.

The results of the survey will be published in the coming months right here on the blog.

[Read more…]

Top 10 Posts of 2010

Oh my, what a year it’s been.

Thanks to you we are the most trafficked site on the internet for financial services wholesalers.

From our Google Analytics we have identified the Top 10 Posts of 2010, ranked by number of pageviews.

Enjoy any posts that you have missed or refresh yourself on ideas that were useful.

[Read more…]

8 Easy Ways Wholesalers Use Voicemail as a Powerful Sales Tool

Every week I call wholesalers at a host of firms, in virtually all channels, and I continue to be astounded how few take advantage of voicemail as any kind of selling tool.

In fact sometimes I’m not even certain that I have reached their business line – a function of the wholesaler failing to mention the name of their firm.

Why not tackle this one business building idea that is relatively painless and takes mere moments to implement.

[Read more…]

Advisors to Wholesalers: Stop Pushing Product! – Kip Gregory

In this episode of Wholesaler Masterminds Radio Kip Gregory talks about the importance of being a business partner – and how to add more value with your knowledge of social media/networking.

[Read more…]

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