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Wholesalers Need to Get Dirty in the Data – Steve DeLano

wholesalers get dirty in data

Too many years ago to count I was at a wholesaler meeting where our firm had enlisted the services of a then start up company to provide us with a look at how advisors viewed the firm and us as wholesalers.

It was at this meeting that I met Steve DeLano and Market Metrics.

[Read more…]

Wholesaler Talent Is Overrated – Geoff Colvin

How do great actors collect Academy Awards?

How do legendary comics fill 25,000 seat arenas?

How do great wholesalers become great?

[Read more…]

10 Better Questions Hiring Managers Can Ask Of Wholesaling Candidates

Many years ago when I started in management and needed to conduct my first wholesaler interview, I was at a loss for meaningful questions that would help me get more solid insights into the candidates that I was about to see.

After some homework I made a list of 10 questions and I made a habit of asking the exact same question to every candidate that I saw – regardless of the position they were applying for.

[Read more…]

7 Ways To Get A New Internal Wholesaler Off To A Fast Start

Perhaps you have heard the saying:

“Behind every successful man is a woman.”

Or, as Groucho Marx said:

“Behind every successful man is a woman, behind her is his wife.” [rimshot]

In our business the expression must be simply:

“Behind every great external wholesaler’s success is a phenomenal internal partner.”
[Read more…]

Wholesaler Masterminds Radio: Deeper COI Relationships

Playing off of the wildly popular post 5 Things to Do to Make COIs Love You, in the Winter edition of I Carry The Bag…the official magazine of wholesaling we are doing a feature story on Centers of Influence.

[Read more…]

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