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115: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan

115: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners


115: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
39 minutes
Released:
May 11, 2023
Format:
Podcast episode

Description

There are so many things vying for your time and I know your calendar is PACKED! I know if you were an outsider, like a wholesaler, trying to get on my calendar… you needed to be providing MAJOR value. In today’s episode, we’re going to dive into how to get the most out of your internal and external wholesaler relationships… and I’m not just talking about marketing money. A great wholesaler can really become an integral part of your practice's growth and does SO MUCH MORE than just “push” a product or fund family. But, the catch is that you need to know how to separate the good ones from the not so good ones and how to best utilize them as a resource for your business. -----------------LINKS FROM THIS EPISODE: Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
May 11, 2023
Format:
Podcast episode

Titles in the series (100)

Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!