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The Work Wholesalers Do Is Significant – Joe Jordan

Have you stopped to think for a moment about the lives you touch with the products that you represent?

Or, like so many, are you just running too fast to even notice?

Somewhere along the path we need to take a moment and see the good that we do.

[Read more…]

More Effective LinkedIn Use for Wholesalers and Advisors – Amy McIlwain

We hope you know that we are huge fans of LinkedIn.

In fact, we own or manage the three largest groups for wholesalers on LinkedIn, including Wholesaler Masterminds (which you really should join ASAP)

Our client are all coached in ways to better display their talents in LinkedIn.

Given all of that, finding a subject matter expert to help us go on a deeper dive makes perfect sense.

[Read more…]

Can Wholesalers Turn Adversarial Advisors Into Allies? – Bob Burg

“Faced with the task of persuading advisors to do what we want (sell our product), most of us expect, and often encounter, resistance.

We see the advisor as an adversary and might resort to coercion or manipulation in order to get our way.

[Read more…]

Inside The Mind of a Barron’s Top 100 FA – Jonathan Kuttin

What if you could pull back the curtain on an advisors practice and learn more about what makes wholesalers attractive to them?

What if that advisor was a multi-year recipient of a Barrons Top 100 designation.

In this episode of Wholesaler Masterminds Radio we welcome Jonathan Kuttin.

[Read more…]

Advisors, Money and Emotions – Julie Murphy

We spend time talking to our clients about advisors, their heads, and their hearts.

So naturally when we learned about Julie Murphy Casserly we invited her to join us.

[Read more…]

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