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What Financial Advisors Want From Wholesalers – Ross Marino

What exactly do financial advisors want from wholesalers?

On a previous Wholesaler Masterminds Radio show we went Inside the Mind of the Financial Advisor with Bill Smith.

[Read more…]

3 Ways Wholesalers Can Influence Advisors – Steven Gaffney

Is honesty the best sales policy?

Can open and honest communication increase your business?

Can you influence advisors without “authority” over them?

Is lying by omission lying?

Is there an increased need to be more honest today – and have that be a strategic business advantage?

[Read more…]

Dear Wholesalers, It’s Not About You – Bob Burg

Years ago there was a running joke that I had with a friend in our business.

As we would sit and catch up, both excited to share the events of the day/week, one of us would finish speaking and then look at the other and say, “But enough about me, let’s talk about me!”

And sometimes wholesalers, in fact all sales professionals, are guilty of a misguided focus.

[Read more…]

Wholesalers: Put Down The Cheeseburger And Slowly Back Away From The Plate – Michelle May, M.D.

Michelle May Interview

Ever heard of the freshman 15?

While you may be associating this weight gain phenomenon with the first year of college, the truth is that a wholesaler’s first year in the field is subject to the same perils.

And some wholesalers never recover.

[Read more…]

How Can Wholesalers Sell To Crazy Busy Advisors? – Jill Konrath

You’re busy.

I’m busy.

The advisors that we covet are busy.

How can wholesalers who wish to connect with these crazy busy advisors, who hold the key to our sales goals and annual incomes, be more effective?

[Read more…]

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