About PG Wholesaling
We believe wholesalers excel by turning their reactive business into an intentional one, delivering what is ACTUALLY valuable to advisors, and eliminating things they do just because “that’s the way they’ve always been done”.
PG Wholesaling’s programs help wholesalers:
Strategy and Process
Install a simple process to turn their reactive business into an intentional one
Create Value
Deliver what is ACTUALLY valuable to advisors in today’s world
Implement & Scale
Shed the “Ghost of Wholesaler Past” and ditch outdated tactics.
Founder: Brian Margolis
Brian Margolis
Brian Margolis is a former environmental scientist turned entrepreneur. He is the founder of PGwholesaling.com and author of the book “The Index Card Business Plan for Sales Pros and Entrepreneurs”.
Brian built PG Wholesaling from the ground up….by getting big results for wholesalers and then letting the word spread.
In addition to his work with asset managers and insurance companies, he’s conducted thousands of individual wholesaler coaching sessions over the last decade plus… which means he sees what’s ACTUALLY working in wholesaling today.
Brian has been a partner or consultant in multiple ventures ranging from startups to national brands. He has worked with everyone from Shark Tank entrepreneurs to Fortune 500 companies. Both his accomplishments and failures span a variety of industries.