Partnering with the right wholesaler can bring tremendous value to an advisory practice. Industry veteran Rob Shore of Wholesaler Masterminds® comes on the podcast to discuss how a financial advisor can determine if they have established a truly impactful partnership with their key wholesalers.
Links To What We Discussed:
8 Ways To Know You Have Partnered With The Right Wholesaler (From the Fall 2014 edition of The Wealth Channel Magazine, published by The American College)
Rob's Podcast: The New Wholesalers Mastermind Radio Show
Connect With Rob
About Rob Shore
The divide between wholesaling professionals that leave lasting, memorable impressions on clients, prospects, colleagues and superiors versus the nameless faces in The Great Sea of Sameness is enormous. That's the reason why Rob Shore has dedicated his career, and the over-arching message of his companies shorespeak®, L.L.C., and Wholesaler Masterminds®, to increasing the MQ-Memorability Quotient® of his clients. Before becoming a corporate expatriate, Rob was President of Allstate Distributors LLC, leading cross channel product distribution that produced over $30 billion in top line sales. His 25 year career in distribution began as a wholesaler at OppenheimerFunds in the early 1990’s. He is the Founder of WholesalerMasterminds.com, the leading online destination for wholesaler practice management, which includes Wholesaler Masterminds Radio – a weekly wholesaler practice management podcast available on iTunes, Stitcher and Google Play. Rob is the author of “Brotherhood of the Bag, A Wholesaler’s Handbook”, former Editor in-Chief of I Carry The Bag…the official magazine of wholesaling, and co-founder of both Wholesaler Masterminds Schedulers and Wholesaler Masterminds Speakers Bureau. In the last six years he has spent over 5000 hours coaching wholesalers and their leaders in ways to dramatically improve their practices. He’s a frequent speaker at national and regional sales meetings of financial services distributors and industry trade organizations.