June 2011

Schmeeks, Formally Known As Wholesalers

June 24, 2011
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At the recent Morningstar Conference in Chicago I ran into a number of attendees that simply refused to be called “wholesalers”. In fact some were downright insistent that the moniker did not belong to them – especially since their RIA clients apparently did not care for the word, according to some. As I [...]

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3 Reasons Why Wholesalers Stray From The Basics – Don Connelly

June 22, 2011
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My friend Ron accuses me, rightly so, of having “shiny object syndrome” (listen to the interview for more). Seems like I am prone to trying to ‘improve’ a process or a function that is basic, working well and making money. Sound at all familiar?

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Nine Things Successful People Do Differently – Dr. Heidi Grant Halvorson

June 14, 2011
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If you have ever read the Harvard Business Review blog (and if you don’t, you should) you may have seen a post from February 2011 entitled Nine Things Successful People Do Differently written by Dr. Heidi Grant Halvorson.

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Can I See Your ID?

June 10, 2011
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After a delay and cancellation riddled, 20+ plus hour, journey to get from ORD to SNA after attending the Morningstar Conference (more on that next week) I am giving you fair warning: this post is headed a bit off of the normal Wholesaler Masterminds Blog content reservation. As a red blooded American [...]

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6 Checkpoint Topics For Wholesalers To Discuss With Advisors

June 2, 2011
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We’ve long been advocates of having beginning of the year formal, sit down, business planning meetings with our top 25 (30, 50) advisors to outline expectations for us and to get business commitments from them. But what happens to the conscious, pragmatic follow up process to make sure that everyone is on [...]

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Bank Wholesalers Can Improve Their Branch Referral Training Effectiveness

June 1, 2011
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Does this sound remotely familiar to you? You know that you need to bring more value to the relationship that you have with bank/credit union advisors so you offer your services to perform a branch referral training. The advisor arranges with the branch manager to have all employees present for [...]

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