Feb 27, 2018

70% of an advisor's new clients are in the middle of major life change. 70%!

How does an advisor (and their wholesaling partners) best accommodate these clients, their emotions and their money? 

Dr. Moira Somers is a clinical neuropsychologist, professor and financial recovery expert.

She is on faculty with the Sudden...

Jan 16, 2018

It seems almost magical. When you experience a service or sales encounter that justs hits on all the right cylinders.

And because of that you feel compelled to speak highly of and refer that company/professional.

How can wholesalers create that magic on purpose?

For over 20 years, Michael Hoffman has been helping...

Aug 29, 2017

We were asked to be a guest on the Resilient Advisor Podcast. Our host, Jay Coulter, wanted us to help his audience of financial advisors work with wholesalers more effectively.

In this 20 minute show, Rob Shore outlines the attributes that advisors should look for in great wholesaling partners - and along the way...

May 2, 2017

Big game hunting. In our world it's the 'corner office' advisor, the object of every wholesaler's affection.

And if you are able to successfully bag a partnership with this most elusive producer you can change the trajectory of your practice.

The question is: how do you do it?

Richard Weylman is in the Professional...

Jan 31, 2017

They are the holy grail of most wholesaler's practices. The Barron's Top 100 advisor. Cumulatively, based on the 2016 list, they manage $859,610,000,000!

Erin Botsford is a Barron’s Top 100 Independent Advisor & Top 100 Women’s Financial Advisors, Best-Selling Author, Founder and CEO of Botsford Financial Group, a...