“The coaching you gave me early on (ideas, strategies, processes) helped me raise over 2.5 billion during my time at my former firm.
This really allowed me the freedom and resources to be able to make career decisions that were in the best interest of me and my family.”
-Brad G., Midwest Mutual Funds Wholesaler
“This has been a phenomenal experience working with you on creating a Peerless Value Proposition, among other topics.
I’ve been challenged, I’ve grown professionally and I am confident in the work we have done together, as I am seeing the results.
The PVP alone is garnering meaningful attention from clients and prospects alike.
I cannot thank you enough!”
-Southwest Mutual Funds Wholesaler — Focus Fifteen Client
“Thanks again for all the time and effort spent with me the last six months. My first PVP email sent was met with an amazing response from a principal at a multi-billion dollar RIA Firm I’ve been in beginning stages with.
I’ve learned a lot from you and I really appreciate the helpful material and efficient meetings each session. ”
-Michael W., NoCal, OR, HI — Focus Fifteen Client
“I know our sessions are over, but I just wanted to say thanks.
Had a great performance review yesterday, best cash flow in the territory’s history and learned a ton.”
-Adam B., Pacific Northwest — Focus Fifteen Client
“I came to Rob as an experienced outside wholesaler, who found myself wanting to take my practice to the next level.
I didn’t feel that my approach to wholesaling was fundamentally broken, however I knew that I needed to be more efficient with my time and effective with my advisors.
Rob certainly delivered!!
He not only helped me with my time management, follow up process, and PVP, he also helped coach me through the new skill of virtual wholesaling.
I saw my business grow 30% during our 6 months together, which happened to also be during a pandemic.
It doesn’t matter if you are a fearless rookie or a savvy veteran, you can definitely benefit from working with Rob Shore.”
-Mike F., ETF Wholesaler Tennessee
“I can honestly say that Rob has changed how I look at the profession of wholesaling.
As a newer wholesaler in my territory, my main focus was product and moving the needle as quickly as possible. After my first conversation with Rob, I realized that “pushing product” isn’t always what our clients need most.
After developing a solid PVP and crafting emails and calls around that specifically, I have been able to schedule more and more virtual meetings.
We worked on everything under the sun that a new wholesaler might need: PVP, time-blocking, how to close the sale, crafting effective emails, and how to structure in person meetings.
I can’t thank Rob enough and am very excited to charge on with what I’ve learned over the past 6 months!”
-John., New England
“After 10 years as a wholesaler and two in sales management, I was seeking coaching.
Rob was a great fit. He pushed me out of my comfort zone, gave me great ideas, and made me a better sales manager.”
-Jack – Divisional Sales Manager
“As a new wholesaler, the hardest part of the job is everything that takes place in the peripheries. When I saw the opportunity to work with Rob and other “rookie” wholesalers, I jumped at the chance.
My time working with Rob helped to create focus (PVP-Peerless Value Proposition®), discipline (process), organization (Rotation Builder), and actionable ideas that work (marketing and meeting preparation). He also created a great space for rookies to come together and share.
This is just the beginning and I am now better equipped to be successful thanks to Wholesaler Masterminds.”
-Ian R. Moreau – Texas Wholesaler
“As a new external, I learned from Rob in a few months of coaching what would have taken me years (and maybe decades) of being on the road.
The resources available through Wholesaler Masterminds provide huge returns, and I am confident they will continue to pay in dividends.
I am so thankful to have been connected with Rob‘s coaching and his thoughtfully curated materials – I would highly recommend developing a relationship with him for wholesalers new and old, successful and struggling, internal and external.
Rob can provide substantial value to any and every wholesaler out there.”
-Rebecca Pearson, CFP®, Florida Wholesaler
“When we started coaching, in my new role in 2015, my territory had done roughly $17 million.
I finished 2018 at just over $449 million in total sales, a record year for me. We’ve come a long way in four years!
I can attribute a lot of my success to your Wholesaler Masterminds® Business Plan, your Wholesaler Masterminds® Rotation Builder and your coaching”.
-Matt L., Mutual Funds Wholesaler
“The year I spent working with Rob changed my approach to wholesaling. He helped me focus and generate actions that worked. I learned how to let go of the fear and insecurities that had been holding me back.
Today I am where I dreamed of being and am so thankful for the ways he helped me in making this dream a reality.”
-Kristen, Mutual Funds Wholesaler.
“Working with Rob helped to refocus my approach to wholesaling in an ever changing landscape.
Not only did it help my overall sales but he helped me become a more valuable partner to my clients”
-Chris W., Northeast Mutual Funds Wholesaler
As iron sharpens iron, so one man sharpens another- you sharpened the saw for everyone to enable all to cut through the complexities of the business and the roles we have.
Masterful job presenting on your various areas of expertise. Thanks again for your work within the wholesaling community and for sharing in such a straightforward manner that it allowed all of us to light our candles at your knowledge. And, now, off we go to carry the torch in our respective territories more well equipped to serve clients thanks to your contributions.
-T.V., Mutual Funds Wholesaler
If you are looking to improve your wholesaling, add more value to your advisors, set yourself apart from the “sea of sameness”, gain more respect from your clients, market more efficiently, have a sounding board to the maniacal life of a wholesaler, or gain more insights into how your personality profile and your genetic wiring positively and negatively affect your results call Rob Shore.
Wholesaling continues to change, you do not know it all, many of us (me included) haven’t gone to ‘school’ in a long time.
Rob will sharpen your tools, dust off your old double breasted suit ways and help you re-imagine your inner genius. What do you have to lose? All famous athletes and many CEOs use a coach to improve. Why shouldn’t you do the same?
Rob has great ideas that are relevant to your practice, but come prepared to execute.
-Toney Sebra, NoCA Wholesaler
270 days
9 months
3 quarters
30+ calls
Dozens of emails
The journey of taking you on as a coach has been a great one.
You’ve had a unique vantage point into my career at a time when things were at their toughest.
I’m glad to say I stand here today a better wholesaler, a better sales professional, a better person after having invested the time together.
-Joe F., Texas Wholesaler
I truly appreciate how Rob worked with me and drilled down to my particular needs and areas of improvement.
He has a wealth of experience and knowledge but, more importantly, he tailors that to my situation.
I have seen a huge improvement in my process and sales numbers and strongly recommend his coaching to wholesalers who want to step up their business.
-J.K., Midwest Mutual Funds Wholesaler
Rob presented to my team at our National Sales Meeting, and he didn’t disappoint. On the contrary, Rob was eloquent, helpful, and spot on, in sharing his knowledge of the practice of wholesaling.
Through his years of studying, leading, and coaching wholesalers, Rob has developed a process to take wholesalers from the Sea of Sameness to Master Wholesaler.
Through his pre-meeting preparation, he tailored his presentation to my team, specifically addressing our sector and company issues.
I started wholesaling mutual funds 24 years ago: Through Rob’s presentation to my team, it became apparent to me that I (and my team) can be so much better at what we do. If you’re a seasoned wholesaler, you need to engage Rob to sharpen your skill set…and if you don’t have years of experience, you’d be wise to engage Rob to help you build the foundation for your future success.
I had high expectations for our session with Rob, and he exceeded them.
Many thanks, Rob.
-Jeff Kremin | Executive Vice President, National Sales Manager
Rob, I really do appreciate your coaching and ideas.
My internal and I hit our sales goal for the year already, I’m having the best year I’ve ever had, and should take the top sales award at our firm for 2015.
The coaching does certainly help sharpen the sword.
Thank you again!
—Satisfied Wholesaler, FL
Having read Rob’s Sunday Night Email for years, and eventually buying his first book, Brotherhood of the Bag, A Wholesaler’s Handbook, I realized that moving to a new firm gave me an opportunity to improve the way I’ve been doing things over the years.
Based on my email and book experience, I pursued a coaching relationship with him. My goal was to work on four key areas:
1) improve my follow-up process,
2) integrate more effective advisor entertaining into my practice,
3) learn to work smarter not harder,
4) and use technology to improve both my process and my organization.
Throughout my coaching experience, Rob and I tackled each of these areas using his tools and insights. The result is that we accomplished everything I set out to do.
My monthly sales have doubled from where we started. Each month’s sales have been better than the last, and each quarter better than the one before. It is my coaching relationship with Rob that helped me achieve these results.
I’m celebrating my 26th year in the business and know now that old dogs really can learn new tricks, especially if you have a coach that understands what it means to carry the bag, can share great ideas, and hold you accountable for accomplishing the goals that you set for yourself.
Thank you Rob!
—Matt L., Minneapolis, MN
Thank you Rob!
As a life insurance wholesaler focusing on the institutional and bank marketplace, I have been successful over my twenty-year career however, my world is rapidly changing. I had been actively looking for an advantage to help me continue to succeed in my market, and your program is exactly what I was looking for.
Your insights and expertise have given me the edge I need to reach new heights as I continue to serve those advisors that rely on me for insurance planning services. Thank you again.
—Trey F., San Diego, CA
As I told you when we first spoke, I have been at my firm for two and a half years and moved to my 3rd territory in January. When I came to you seeking coaching, I did so because I wanted to make an immediate impact; my goal was to be a top territory.
When I first took this territory over it was ranked 33 out of 33 after month one, now 9 months later I currently rank in the top 10 at my firm.
I can’t thank you enough for the coaching and guidance you provided in helping me have great success. Establishing a PVP, putting process in place to run my business more efficiently, and better structuring the way I run my meetings have led me to the top of the sales report.
The coaching you provided not only met, but exceeded all of my expectations.
Anyone looking to take their business to the next level would greatly benefit from your program.
—Appreciative Wholesaler, Texas
Rob Shore’s coaching program refined my existing skill set but most importantly, he helped me develop the tools I didn’t know I didn’t know.
After completing Rob’s program I now have the knowledge to be as efficient and effect as any wholesaler in the country.
Rob truly gives you the compass to help navigate the rest of your career.
—Ben C., Illinois Wholesaler
I worked one-on-one with Rob to get my practice to the next level. The ideas and conversation he provided were well worth the time and investment, and I truly appreciate everything he did for me during our time together.
Whether you’re just getting started or you’re a seasoned wholesaler, I highly recommend Rob.
—Justin T., Investment Management Wholesaler, Ohio
Even after 20 years of successfully wholesaling with some great firms, I knew I needed to hit the re-fresh button on my sales process. Rob challenged me weekly and helped me go to a new level.
If you’re looking for an edge (you may be in the wrong business if you’re not) and you want to stand out in the “Sea of Sameness”, I highly recommend Rob.
He is definitely the wholesalers’ “Trusted Advisor”.
—Ned R., Mutual Funds Wholesaler, Denver
I am coming off of one of the best year’s my territory has ever had and it is a direct result of Rob’s coaching and processes. Having a record year might not be unusual for some but for me, it being my rookie year, the results were exceptional.
Many believe that the willingness to work harder than most is enough but it is unfortunately not the case. What Rob brings to our profession is a process that makes us work smarter, more efficiently, and with confidence. If I have learned anything it is I have to be more than a product if I want the income and the longevity realized by top wholesalers.
And even though I would love to keep his knowledge a secret, the truth is if we all approach advisors the way Rob believes we should, it would benefit our wholesaling profession in the long-run as our advisors would see us as valuable resources versus a commodity. If you are looking for someone to help you take your performance to the next level, Rob is someone worth serious consideration.
—C.N., South Central U.S. Mutual Funds Wholesaler
I’ve been an external wholesaler for 10 years and have worked with Rob Shore as a coach for the past 9 months. I retained Rob to improve my process as a wholesaler and increase sales. I felt that my sales should have been at a higher level since I’ve been wholesaling for a decade and knew that hiring a coach would help me get to my goals.
From our first coaching session I knew this was one of the best investments I’ve made into my career. Rob gave me insights into targeting the right advisers, building a rotation that I can stick with, and “outside the box” ideas that separated me from other wholesalers. From the first day, Rob asked me to identify my best advisers and prospects.
Although this was a difficult task, to narrow down the thousands of advisers to a hundred or so, I know now that I had increased focus and penetration in my territory.
Slowly, I saw sales increase as a direct result of taking this action. Rob also encouraged me to tighten my rotation and not “be everywhere…all the time”. I designated far-reaching areas to my internal wholesaler and I showed up in areas more frequently and my sales improved in those areas significantly. Finally, I believe that Rob’s “outside the box” ideas were invaluable in separating myself from the competition. Whether its ideas for gifts to an adviser, events that are memorable, or follow-ups after an appointment, my memorability quotient was raised significantly.
If you’ve been a wholesaler for a year, 10 years, or 25 years, I would encourage you to work with Rob as a coach. Rob is extremely knowledgeable about our industry, how an adviser thinks, and he is a consummate professional. Best of all, I saw an improvement in my sales and I know my career has greatly benefited from working with Rob.
—Laura O., Mutual Funds Wholesaler, Colorado
Working with Rob is a worthwhile investment in your business.
He challenged me to look at and reevaluate everything I was doing. The results have been outstanding.
Thanks to Rob I now have a set in stone a process of what I have to do each and every day to be the best I can be in my business.
If you are thinking about working with Rob, I strongly encourage you to pick up the phone and call him!
—Tennessee Wirehouse Mutual Funds Wholesaler
I have been a wholesaler for 20 years. Even though my personality is such that I’m always willing to try new ideas, I felt that I was not being exposed to enough of the most cutting edge ideas in the wholesaling space.
I also wanted an accountability partner to make sure the ideas I developed were fully implemented in the proper fashion.
Rob has an extensive background in the financial services industry. Specifically around wholesaling, he has done it all.
As he and I worked closer together I discovered his passion for my business was just as high as mine. He wants to see you win and transform your practice.
We developed several systems that free up valuable time yet help me become more memorable with my clients. We developed a system to help make each of my appointments more meaningful. We developed ideas on follow-up, scheduling and even developed my own peerless value proposition.
If you have been a wholesaler for 6 months or 26 years I truly believe you will benefit from your experience with Rob and Wholesaler Masterminds.
—Dan G., Midwest Mutual Funds Wholesaler
I worked with Coach Rob’s Wholesaler Masterminds Group Coaching when I was a wholesaler.
When I became the National Sales Director, I retained Rob for Management Coaching, and also asked him to run a Wholesaler Masterminds Group that was exclusive to my wholesaling sales force, because I thought that the group was so useful for me.
Rob always brings terrific ideas to the discussions. He has helped me to lead my team and to interact intelligently and efficiently with my senior management team.
He’s made my team better, and I’ve heard nothing but positive feedback about the calls from our wholesalers.
I strongly encourage anyone looking to become better at their craft to engage Rob – you won’t be disappointed.
—Russ Nesevich, National Sales Director, Resource Real Estate
I greatly enjoyed my time working with Rob and found him well worth the investment in my future.
From our initial conversation, he took the time to understand me, my practice and my goals and helped me understand where, with a little bit of focus, I could make the biggest impact in my business.
He helped me hone my value proposition and think differently about the messages I was delivering to my clients to better engage them and separate myself from the competition. He also helped me create processes to systematize my business and approach to wholesaling.
I have been wholesaling internally and externally for more than 10 years and would recommend Rob to anyone who is just starting out or needing a few extra ideas in the midst of a longer career.
—DJR Nevada
Over the course of the last three years I have had the opportunity to work with Rob in his Priority Partner Coaching program. As we have had in excess of 100 discussions, I can offer this insight without hesitation: Rob knows wholesaling and the art & science of succeeding as a wholesaler. He is both insightful and creative – two qualities that worked well for me as his client.
As we left no stone unturned in my practice, my only regret from the past three years is that I have yet to implement all of the concepts and ideas we discussed – and that is simply because of the shear volume of material we covered together.
If you are looking for an outstanding coach to assist you in transforming how you do what you do, Rob’s the coach to work with!
—B.G. Indiana
Last year, business was great but I felt like I had plateaued. Great stories, great clients but not a great work-life balance.
As good as things were, I felt sales should be double relative to the effort I was putting in. Simply put, I was not running an efficient practice.
I knew of Rob and his background so I decided he would be the coach who could help me take it to the next level.
I was right.
Rob peeled back the layers on every piece of my practice and from prospect to client helped me assess, change and create processes that would set the framework for a successful (and less stressful) wholesaling career.
A great investment for me, thank you Rob.
—Mutual Fund Wholesaler, Northern California
I hired Wholesaler Masterminds and Rob Shore to reinvigorate both my practice and myself. As a career wholesaler I found that, frankly, I had gotten lazy and comfortable, which I knew would not allow me to break through to the next level of success.
After spending the last six months with Rob, I feel that I have gained a host of new tools and insights that will allow me to improve my practice – and to do so in a way that, when fully implemented, will allow me to truly scale my business.
If you are considering coaching I highly recommend Rob’s Priority Partner Preferred Coaching program.
—A.M., Orange County, CA
Rob’s coaching took me out of my comfort zone, and in doing so made me a more effective and memorable wholesaler. I would recommend his services to anyone who is looking to take their career to the next level.
In 180 days my sales were up 97% – I couldn’t have achieved it without his guidance.
—Texas Mutual Funds Wholesaler
Thanks for all you’ve created.
I am more motivated than I have ever been, and old dogs can learn new tricks.
—Matt L., Minnesota
The coaching that you provided this year had, and will have, a real impact on my wholesaling career going forward.
Thank you!
—John A., Illinois
Since working with you on some of my marketing efforts, my sales are up 90% , I hit my corporate goal for the year in July, I made my leaders trip, I have been number one in sales two months this year, and am in the top ten of my company.
Not bad at all!
Thanks!
—William J., New Jersey
I wanted to thank you for putting together the “Rookie Wholesaler” coaching group. I found the lessons and topics that we covered to be timeless and very relevant to my career now and into the future. I am a year in with my new role as an external coming from the internal sales role and felt that the material we covered has put me light years ahead of my other competitors (both new guys like me and the “veteran” wholesalers).
Thanks again for such an informative class, I feel it was worth every penny and then some as I had two of my best months since I have been out in the territory. I have only implemented some (there are so many) phenomenal ideas however, I have a great deal of notes that I will continue to review and work into my process to take my game to the next level and stand out from the “sea of sameness.”
I look forward to working with you in the future.
—Mark T., Kansas City, MO
Thank you for all of the knowledge you bestowed to me, I really feel like I have learned some great things that will make me a better wholesaler moving forward.
I am very grateful for that.
—Zach G., Knoxville, TN
I’ve learned a great deal [in the Wholesaler Masterminds Rookie Group] and feel the time spent was incredibly valuable, especially for the PVP, follow-up process, and advisor entertainment ideas.
I want to thank you for your tutelage, and I look forward to the potential of working with you in the future.
—Pete B., Boston, MA
I started working with Rob in October 2011. I had been wholesaling for less than a year and wanted to grow my territory in a very short period of time. Rob’s knowledge of the industry helped me create skills that were invaluable to my job. His outside the box thinking has gotten me in front of more top producers than I ever imagined.
My success and growth would not have happened without partnering with him!
I highly recommend his services to anybody looking to grow their business.
—Jeremy, Minneapolis, MN
I started work with Rob early 2012.
What happened over the next 10 months was that I had a record year in sales, earned my incentive trip, and had more fun Wholesaling than I’ve had in 10 years.
If you’re looking to grow your business, simplify your process, and be more efficient, then invest in Rob Shore’s program.
—John, VA Wholesaler with top tier firm & 15 years experience
Thank you for a great meeting yesterday in Boston. Definitely one of the best sessions in a very long time!
Looking forward to implementing a number of ideas.
-J. Fox, IL
I reached out to you because I wanted to take my business to another level. There is no question your Peerless Value Proposition® concept will help me accomplish that. PVP is a differentiator. I am amazed at your ability in just a few phone calls to help me come up with something so valuable. Thank you very much for your time and your help. I sincerely appreciate it.
—Ben G, TX
Rob is a great provider of guidance, insight and perspective!
I would recommend his services to anyone who is looking to succeed.
—Tom, CA
Thanks again Rob for all your help this year. It was a pleasure working with you as well!
I hope to be able to set up something again next year.
—Brian P., TX
I just wanted to take a moment and tell you how helpful I found your sessions to be. Forcing me to think in terms of my entire year rather than just running from appointment to appointment allowed me to effectively manage my territory rather than just put out fires. I also found our sessions to be therapy as it allowed me to voice my concerns to an open minded third party which often provided me with another point of view that was always helpful. It is no doubt that my sessions with you made me more successful and helped develop a game plan for sustained success rather than hoping for another good year.
I would highly recommend to anyone in our business that wants to develop a plan for success to consult with you.
—Don H., FL
I’m a 30 year old first time internal wholesaler who is just getting his feet wet in this end of the business. Right out of high school I became licensed Series 7 and 63 at age 18 and I’ve been a stock broker for most of my career thereafter. After a much needed yet brief hiatus from phone sales, I got an opportunity to join an 80+ year old B/D, mutual fund and life insurance company as one of the first hires on a brand new sales desk.
I can’t begin to tell you how appreciative I am for the advice and guidance you have shared on Wholesaler Masterminds. Especially your top 76 Great Questions Wholesalers Should Ask Advisors was extremely helpful. I just wanted to personally thank you for being such an important source of insight on this challenging and competitive profession. I have so much more to learn as I go since all I have known is selling to the end user and being 100% responsible for my own paycheck. And now since I’m essentially an intermediary in terms of generating that new business, your outstanding tips and trade secrets has been tremendous. Thank you once again!
—Nick F., NY
First I was totally impressed by the wholesaler turnout, it was about 180-190 people which was twice what we had the year before when I was on the panel in Las Vegas with two other industry professionals. The evaluation by the audience included comments like “valuable intelligence, passionate speaker and great slides”. As you know wholesalers can be a tough crowd when it comes to rating speakers but you received a 4.19 out of 5 when asked “if content was of value”.
On behalf on the National Organizing Committee thanks again for making the long trip to the East Coast and for a great job of presenting and educating.
The industry needs a lot more professionals like you.
James F. Lyons CIMA®, CFP®
“As a new wholesaler, Rob offered tremendous insight into several key ideas revolving around practice management including setting an agenda and tracking your follow up. Although these seem like simple tasks, implementing Rob’s ideas have been instrumental in allowing me to run my territory in a more focused manner.”.
—Mike G., IL
The time invested in Rob’s session was absolutely worthwhile, and we recommend him highly.
Paul O’Brien & Marie Aro
Co-Presidents
Aquila Distributors, Inc.
“Transformational to my process, approach, and sales results; this is what being a private coaching client with Rob has done for my business.
The past six months working with Rob has pushed me to reexamine long held beliefs in how to effectively manage and build my business. Rob’s depth of knowledge on connecting with advisors, and his passion for pushing me to consistently get better each day, provided me with several break through moments that have put me on track to take my business and advisor relationships to extraordinary heights.
Regardless of your experience, if you want to become a truly memorable partner with your advisors, take the first step by talking with Rob Shore about how personal private coaching can benefit you”.
—Bryan Harasty, IN
An audience member at a recent National Sales Conference event wrote to say:
Rob, my colleagues and I so appreciated and benefited from your presentation in Dallas this last week. I took on your challenge for us to create our PVP. It (happily) forced me to revisit my strengths and weaknesses; it persuaded me to pick the strengths that would be best promoted in a short PVP. I have a draft and I will finish it this week. I look forward to field testing it, perhaps objectively with a new contact and perhaps more creatively with existing producers.
You provided wonderful value this week.
Thank you!
Shannon Guzzo
“There are many quality wholesalers in the financial services industry, Rob Shore can teach you how you can move beyond the norm, stand out from the crowd, and be one of the best. Rob’s mixture of experience, enthusiasm, and passion can help any wholesaler not only be successful, but sustain that success over many years.
Rob teaches wholesalers how to create a winning formula no matter what product they are selling. Indeed when working with Rob you learn that the product is you. Rob can help you craft a specific message about what value it is you bring to the table when working with advisors, how to use this value proposition to build relationships, and ultimately win business from the competition.
I highly recommend Rob Shore to any wholesaler aspiring to be the best.”
—Brad Murphy, MA
‘Knowledge is power but applicable knowledge creates wealth’
-Kevin Unterbrink
“I have learned invaluable skills in my coaching sessions with Rob. I have gained many new insights on how to better focus my time and efforts to continue the growth of my business and increase my sales in my region. I am where I need to be to continue my sucess in my carrer.
Thank you for all of your time tested ideas and for helping me refocus on tasks that matter and drive business growth!
I owe it all to you!”
—Jason McGrew, KY
“Overall, the program was great, and broad enough to touch on the major components of wholesaling. There are other topics that could be covered, but I found plenty of food for thought on those you selected. Each individual session’s content seemed just right to me. If you repeat these sessions, I’ll join if there are other topics. You did most of the talking, and the only thing that could’ve made the Semester better would’ve been with more interaction and Q&A from participants. But-we know that drills’ challenges.
I found all your information very useful in refining what I’ve historically done, by filling in the blanks of my processes.
Honestly, you found a way to cram more tactical concepts and ideas into my brain than I’ve received from the 4 major Firms I’ve wholesaled for in my 20 years. In my opinion, all wholesalers benefit from constantly learning about the business of the wholesaling business, but, unfortunately, remain overwhelmed by the product information that is mandated to be used.
Every Divisional Manager should encourage the use of your services.”
-John H, IL
“Given the recent economic downtown I was faced with finding a new career opportunity. After 10 years in the business I took this opportunity to work with Rob to help sharpen my skill set, hold me accountable, and keep me prepared though my job transition.
After one coaching call with Rob I knew I found something special. His passion for the business is without question. Once Rob helped open the door for an opportunity it was up to me to demonstrate my skill set and why I will be the best candidate for the position. I got the job! and look forward to working with Rob on bringing my business to the next level.
Thank you Rob!”
—Josh Wyatt, IL
“Fresh perspective, a renewed sense of excitement for my career, and endless unique ideas are all the things I took away from my individual coaching sessions with Rob. Whether you’re a first time wholesaler or have been in your territory for a long time, Rob offers customized coaching to the goals that matter most to you. Working with Rob is definitely a worthwhile investment in your business!”
—Kelly Apple, TX
“After 16 years in the business I started to get stale in my approach. After a few one on one consulting sessions with Rob he not only helped me change my business plan, he helped me completely change my business model. I have never before been more excited about my potential in this business and cannot wait to see how my business will increase in 2011.
I cannot thank you enough for all of your help Rob.”
—Mike Malloy, AZ
A blog and Sunday Night email reader wrote:
I get a lot out of your content and your groups. I was out of the game for two years and am grateful to be wholesaling again. I was lucky my DVP gave me a chance after such a gap in employment. I subscribed to your group and got back in touch with an old colleague who put me in touch with someone at who got me in touch with the hiring manager. I aced the interviews, 7 to be exact but without finding my old colleague I wouldn’t have known about the job or who to call. As you can imagine after two years of being out of the field I was starting to lose my confidence but I kept reading your posts which reminded me of a lot of the things I did on the road. I knew I could still be successful. I took over the region at 500k a month, I am at 4 million this month. Its my fourth month in production.
Long story short, thank you.
You are making a difference
“Over the last few months of our Wholesaler Masterminds calls I have been able to gain valuable insight into wholesaling in general, but more importantly a valuable insight into me as a wholesaler.
- What sets us apart?
- What makes us more or less effective?
- How do we position ourselves as a real value to our clients?
- Do we work towards our clients needs and objectives, or do we push our own agenda on the client?
These are all topics and discussions that have been shared on the calls and the give and take has made me a better wholesaler. It can never be understated that we continuously learn from our peers no matter what “product” they are selling, whether it is life, annuities, funds or LTC…..selling is selling.
Rob masterfully facilitates these calls and maintains the proper balance to ensure we as a team are meeting the call objectives. I highly recommend any wholesaler, in any product line, to take a look at Wholesaler Masterminds.
The worst that can happen is you will learn something new”
—Patrick Kane, MA
“Rob has amazing ideas to help you grow your business – it’s up to you to figure out how to put them into action. In one case he suggested a promotion and our advisers loved it. We had at least 50 inbound calls (no exaggeration) over three weeks just to inquire!
The promotion also facilitated a business conversation with 170 other advisers. It was amazing too see a small conversation starter lead to big business opportunities.
It is a promotion that has been, and continues to be, a huge success!
My time and money spent in Wholesaler Masterminds has been worth every penny – and more.
Thanks Rob!”
—Ernest Schalansky, IL
“Rob Shore is the real deal. He is an amazing communicator who is showing me how to become the gold standard in wholesaling. His powerful combination of experience, success and passion are so effective at helping you achieve your best. Rob has been an key part of helping me take over a last place territory and moving it to a top performer last month. Rob’s approach will challenge and inspire you. Connect with him today.”
—John Langston, TX
“After my first call on Wholesaler Masterminds I knew I found something priceless. Rob delivers, and uncovers (from the group of seasoned, top notch masterminds in the group) more actionable ideas in a one hour call than I have ever read in a book that takes days to read. Rob’s passion for coaching, and wholesaling is unbelievable, and extremely engaging……….contagious even, no risk of H1N1. I look forward to each session, and the motivation it provides me. One may say it compares to drinking 67.2 bottles of “5 Hour Energy” at once………that’s two weeks worth for those of you who dislike math.”
—Quentin Carter, AL
A Sunday Night Email reader wrote:
I look forward to a number of things every weekend. You are in elite company, albeit an eclectic group. On Saturday, there are click and clack the Tappet brothers and Garrison Keillor. On Sunday, there is Will Shortz, the puzzlemaster and Lynne Rosetto Kasper, The Splendid Table, followed late Sunday afternoon by Rob Shore. Your missives are a good way to end the weekend and engage for the upcoming week. You must be [had been] a helluva wholesaler because you are a good storyteller.”
“I’ve had the unique experience of working for Rob, participating in his Wholesaler Masterminds calls and attending a few of his coaching and training sessions. Over the last ten years that I have known Rob he has always been a great leader, coach and mentor and I owe a great deal of my success to his guidance. In the financial services industry he has worked as a wholesaler, a national sales manager, a high level executive and is now offering his years of experience to firms and individuals who want to take their sales skills to the next level.
In sales long term shelf space is not won by having the product of the month, it is earned by consistently having the best and most memorable sales force on the street. Through his firm shorespeak, Rob not only offers his coaching skills but also all the sales and technology tips and tools to put you head and shoulders above your competition. I highly recommend Rob Shore! ”
—Troy Simmons, AZ
“I have found the Wholesaler Masterminds group and Rob Shore specifically to be a great resource while I build my business in St. Louis. The ability to partner with some of the most successful wholesalers in the country; share ideas, discuss problems, celebrate victories and learn new strategies are but a few of the benefits of this group. Rob has become a mentor, a motivating force and a business coach to each of us in a unique and individual way. I would strongly recommend developing a relationship with Rob as we all need a great coach to be more successful than we imagine ourselves becoming on our own.”
—Dick Miller, MO
“I have had the privilege to tap into the coaching and mentoring resources of Rob Shore. Rob is an accomplished Senior Leader in the distribution of investment products. His vast experience and highly developed leadership competencies enable Rob to be highly effective as a coach within the financial services industry. A critical skill of any leader/coach is the ability to communicate. I have come to appreciate his ability to not only listen, but hear me as well. As a result, Rob always delivers a “tell it to me straight” message. Rob constantly challenges me and the status quo – always seeking to help me become memorable in my own way. Through Rob’s creative coaching approach, I am positioned to continue to differentiate myself which will allow me to stand apart and ahead of my competition. Thank you Rob!”
—Laurie Marksberry, IL
“Rob Shore is a more than a coach; he’s truly an expert on having the skills and approaches that are most important in today’s world. He possesses that unusual skill of being successful both at living the role of consummate salesperson and also of helping others understand how to emulate it. His relationships are deep and long-standing: I explain that as a result of his perfect blend of heart, intellectual rigor and a practical nature. His ability to coach others to his level of success, and beyond, comes from his extensive experience and his special gift for hearing all the possibilities underneath what’s said to him. He has been invaluable to me in my business as a mirror, an idea generator and a great supporter of my accomplishing what I’ve set out to do.”
—Laura Rosenbaum, CA
“Rob Shore has proven solutions that will leverage existing and create new opportunities to build your business. He is a knowledgeable business coach with many years of successful experiences to share.
Rob’s knowledge of the financial services industry is impressive and he is incredibly organized and detailed oriented. He will provide you with ideas that when implemented will build your practice to the pinnacle.
If you’re looking for someone to help you take your company or your sales team to the next level, Rob is the professional with whom you should work.”
—Hugo Ernst, MO
“Rob’s been a leader in the financial services industry for years. But as a coach, he can really help you take your business to a new level. It’s not just about sales skills or best practices. Rob can show you how to build your personal brand, develop a strategy for success, and become truly memorable. And, today more than ever, it’s vitally important to stand out from the crowd.”
—Jeff Osterman, IL
“Over my wholesaling career, I have learned more about memorability from Rob Shore than from every other person I’ve come in contact with, combined. He brings enthusiasm and creativity to the forefront while backing it up with superb blocking and tackling.
Rob’s coaching ability is top notch and has provided me with insight, creativity and honest dialogue all of which have helped drive my effectiveness. He’s instrumental in any success I’ve enjoyed. ”
—Larry Nisenson, NY
“Even coaches need a coach and Rob Shore has been a terrific coach for me. We both have extensive experience in the financial services industry but as my coach Rob has a knack for cutting through the clutter and getting me to focus on the key issues that will help me grow my business; a key trait of a great coach. Rob’s successful track record as a producer, manager and executive in the financial services industry gives him a firm grasp on what it takes to succeed in this industry especially during these challenging economic times. He is also adept at guiding me through the myriad ways of using social media and other technological resources to build my business. We all need an edge in this market and Rob’s coaching gives me that edge.”
—Mark Hoaglin, President, Above The Crowd Business Development Group
“Salespeople, by nature, often like to think they have all the answers. As a member of a group being coached by Rob, I was extremely impressed with his ability to draw out valuable ideas and insights from a diverse group of salespeople and getting us to ‘think outside the box’.
Rob is a very good motivator.”
—Dan Wagner, MA
“Your coaching has inspired me to take the necessary steps to become a leader in my field, and has propelled me to more success than I ever thought possible. Your passion for excellence, and your ability to communicate that passion and to pass it on to others is truly remarkable. The lessons and encouragement I’ve gained from you will help in all my future endeavors!”
—DeeAnne White, London England
“I have had the privilege of knowing Rob for the past 10 years. Rob is one of those rare people in the universe who encompass the passion, energy and talent in the pursuit of making a difference in peoples lives. This occurs not through the tried and true cliches of wholesaling. But rather in a way that inspires all of those he touches to reach within themselves to attain their maximum potential as both people and professionals.
Rob Shore is unique in the industry of financial products distribution. Rob spent a large part of his career calling on financial advisors to help them build their individual practices. This foundation provided Rob with a unique perspective in how to grow top-line sales and bottom-line profitability through all distribution channels. I believe this background was instrumental as Rob led Allstate Financial Distributors to become a leader within all distribution platforms during the past decade.
Rob’s desire to embrace change puts him light-years ahead of countless others in our industry that seek to engage wholesalers in the area of practice management. Rob’s professional experience along with his ability to recognize the necessary core competencies of wholesale distribution are significant in today’s world of intermediary distribution. I recommend Rob to any institution that is looking to grow their distribution company and help financial advisors become more profitable in their individual practices.”
—Seth Friedman, NY