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Wholesaler Energy and Positivity – Jon Gordon

Last year I was introduced to The Energy Bus and Jon Gordon from a coaching client of mine.

After reading his book I knew I wanted to share his insights with our community here at Wholesaler Masterminds.

[Read more…]

Wholesaler Do More Business When They Lead From The Heart – Mark Crowley

Lead From The Heart - Mark Cowley

Is bringing the heart into the conversation too soft a concept for the hard nosed financial services community?

Is the heart more than a pump to deliver blood to the rest of the body?

[Read more…]

Advisor ADHD: Are Wholesalers Being Heard? – Maribeth Kuzmeski

financial advisor adhd

The speed at which information is coming at financial advisors today is unprecedented.

In a moments time they are bombarded with endless messages.

And somewhere in that clutter you need to stand out with your message.

[Read more…]

How Do Wholesalers Build Loyalty With Advisors? – Shep Hyken

On a LinkedIn Group I saw the following comment and knew that, as a community of wholesalers, we have a long way to go to change the perceptions of most advisors:

[Read more…]

There’s Always A Crack In The Door For Wholesalers To Get Through

Back in October I spoke at the CFDD Conference in Chicago.

I was asked by Ross Marino at Rekon Intelligence to join him on a panel that addressed how wholesalers can get access to elite financial advisors – even when they are crazy busy.

Following that engagement we interviewed Ross for Wholesaler Masterminds Radio in a segment called: What Financial Advisors Want From Wholesalers.

Now we are bringing you the audio of the email tips that we shared with the audience that day.
[Read more…]

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