5 Calls Wholesalers Need To Start Making

November 2, 2017

5 Calls Wholesalers Need To Start Making

October 2017 | Wholesaler Masterminds

What are you doing between appointments?

Some wholesalers are enjoying an ice cold beverage and listening to sports talk radio.

And some wholesalers are wearing out their smart phone.

Here are five calls you need to be making everyday:

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John E. Moriarty, ChFC
December 2015
February 3, 2016

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.