July 2011

16 Essential Wholesaler Travel Website Resources

July 31, 2011
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When I worked in corporate America, and since I had a big job, I had access to the “executive corporate travel department”. And the truth is I always preferred to do the planning myself. Here are brand new, as well as tried and true, sites that will help make your wholesaler travel – [...]

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37 iPhone and iPad Apps Wholesalers Can Use

July 24, 2011
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There was a thread recently started at LinkedIn in the Wholesaler Masterminds Group about iPad apps. Naturally we needed to chime in. Here are the apps that we are using most frequently – both on our iPad and/or iPhone. Some apps may not be optimized for both platforms. All comments extracted from [...]

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3 Keys To Motivating Advisors To Buy – JB Bush

July 21, 2011
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Wholesaler are always asking us how to shorten the sales cycle and get advisors to ‘buy’ their products. Well, if you subscribe to I Carry The Bag…the official magazine of wholesaling then you know the name JB Bush. JB is our expert for the Selling Skills column.

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7 Ways Wholesalers Can Survive A Manager Ride-Along Visit

July 17, 2011
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You get the call that your manager is coming to town and expects to ride shotgun with you for 3 days. Most wholesalers have a mixture of emotions: Dread: No one likes to have their performance evaluated in the act of performing. This is especially true if your sales numbers have [...]

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Conducting Wildly Successful Wholesaler Sponsored Wine Events – Michael Bryan

July 7, 2011
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Perhaps you know that I Carry The Bag covers the art, science and lifestyle of wholesaling. And wine covers all three, wouldn’t you agree? So it stands to reason that working with your financial advisor to create a most memorable, client facing, wine event makes a ton of sense. The problem is too many [...]

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Traits That Successful People Have In Common

July 6, 2011
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While researching rituals, specifically the importance of morning rituals, for an upcoming Wholesaler Masterminds Group Coaching call I thankfully came across this video.

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