wholesaler coaching

jon_stewartMonday was the start of a new Wholesaler Mastermind group. The members all work for the same company and this firm has, like many firms, had to deal with the media dragging them through the mud.

As we discussed a host of topics, we dialed into “how do you choose to communicate with clients when your firm is in the media?”

Some folks decided to get right out in front of the message and call contacts to alert them of the story and to clarify messages.

Other folks said that they wait for inquiries to come to them.

One member offered that at a recent meeting, when asked where people in the audience got their news, one member of the audience (we’ll call her Miss Informed) said The Daily Show with Jon Stewart.

She was kidding, right?

[click to continue…]


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The Prehistoric Wholesaler

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According to Wikipedia:  Prehistorians typically use a Three Age System to divide up human prehistory, named for their respective predominant tool-making technologies: The Stone Age –  a broad prehistoric time period during which humans widely used stone for toolmaking. The Bronze Age – the period in that society when the most advanced metalworking evolved. The […]

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Wholesalers Neglected Due to Management Cutbacks

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Each month for the last eighteen I have produced a newsletter that goes out to a list of roughly 1300 readers. The list is highly targeted and reaches across the spectrum of professionals in the financial services community. Since the Great Meltdown began I have noticed an unfortunate occurrence – one that has gained steam […]

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