In our recent 2017 State of Wholesaling Survey we asked:
What areas of improvement would benefit you most over the next three years?
The wholesalers surveyed said:
There’s Everything Funny About Wholesaling with Karyn Buxman
How can you strengthen your advisor relationships?
And build trust?
And separate yourself from The Sea of Sameness?
Generational Wealth Transfer: Your Advisor’s $30 Trillion Opportunity with Dr. Thomas Deans
UPDATE: This show, and the article that accompanies it, have taken on new meaning, as we are in the throes of the Covid-19 pandemic.
Please review this content in the context of:
1) how you may serve your advisors and
2) how you can use Dr. Deans info to help yourself and your family.
At the very bottom of this post you’ll find email templates to offer to advisors.
You Might Be The Best, But You Can Still Be Better with Mark Sanborn
Maybe you’re at the top of your wholesaling game and lined up for another Career Year.
Or perhaps you’re stuck, unable to break through the same sales position you have been in for years.
In either case Mark Sanborn believes we all have work to do to realize our full potential.
Creative Advisor Relationship Acquisition and Development Strategies with Dave Maloney and Mark Spina
Depending on what you read or who you follow, the fate of the wholesaler is perilous.
With team structures and investment platforms becoming the preferred operating model for so many advisors, how does today’s wholesaler successfully harvest, deepen and retain key advisor relationships?
We’ve brought together two special guests to address just that.
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