February 2012

Your Invited: Wholesaler Pool Party

February 29, 2012
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Since last Fall we have been speaking A LOT about PVP – Peerless Value Proposition™. Our coaching calls, speaking engagements, tele-classes and radio shows have all addressed this topic. And there is something important you need to know.

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No One Understands A Wholesaler

February 24, 2012
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A picture is worth a thousand words.

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Wholesaler Entertaining Dilemma: Wine And Food Pairing

February 20, 2012
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Some things just obviously go together. Cream and coffee. Summer and the beach.

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One Completely Ridiculous Reason Advisors Tune Wholesalers Out

February 10, 2012
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NOTE: Wholesalers – when you are done reading this send it to your boss and your marketing department.

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3 Ways Wholesalers Can Have More Productive Advisor Meetings

February 8, 2012
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Come on admit it. We’ve all done it. You have every intention of staying on track during that meeting with an advisor and before you know it 30 minutes has gone by in the blink of an eye.

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23 Client Event Ideas For Wholesalers To Use With Advisors

February 2, 2012
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Pulling off a successful client event is no easy task. And we’ve been getting a lot of inquiries lately about suggestions for great client events. In this post we define ‘client’ as the public customer and/or the advisor.

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