Wholesaler Masterminds®

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

2013 UPDATE: (More Than) 24 Great Ideas Wholesalers Use to be More Productive – and Memorable

Updated October 2013: This year’s updates are in green.

Updated July 2012: This year’s updates are presented in burgundy

Updated July 2011: This year’s updates are presented in blue.

Update June 2010: It’s been 90 days a full year since the first Wholesaler Masterminds groups kicked off and the ideas shared on those calls have really been terrific.

The collective wisdom of these groups, freely sharing ideas, is more than most wholesalers get in 10 years of national sales conferences, divisional meetings and Friday conference calls.

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Updated for Great Wholesalers -14 Ways to Always Be Closing

“We’re adding a little something to this month’s sales contest. As you all know, first prize is a Cadillac Eldorado.

Second prize is a set of steak knives.

Third prize is you’re fired.”

For anyone who has seen Glengarry Glen Ross, the classic 1992 film starring a host of acting greats, then you know that this quote comes from the amazing seven minute speech by Blake (Alec Baldwin) as he addresses his underperforming sales team.

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Do You Give Good Phone?

How well do you use voicemail?

A lot of clients that I’ve been talking to recently find themselves ridiculously pressed for time. Perhaps even more than normal for a wholesaler.

Maybe it has something (everything?) to do with the economy improving. [Read more…]

Why Not Just Pay Wholesalers a Salary?

Over the past three days Ignites has been running the results of a wholesaler survey they did.

Ignites survey on the top issues that external wholesalers face in their profession. Precisely 152 wholesalers, representing more than 50 fund families with $3 trillion-plus in open-end mutual fund assets, took part in the research.

While there were a number of interesting findings one jumped off the page at me:

[Read more…]