Wholesalers Are Feeling Optimistic As The New Year Unfolds

January 9, 2012
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We ran a quick survey in two different wholesaler groups on LinkedIn to find out how wholesalers are feeling about their sales goal in the year ahead.

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Things That Wholesalers In Job Transition Should Know

January 6, 2012
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If you are a wholesaler in transition then you might know that the road to working with an executive recruiter and understanding how to properly use social media in your search can be slippery indeed. Fortunately we have this recording for you.

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How Do Wholesalers Build Loyalty With Advisors? – Shep Hyken

January 6, 2012
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On a LinkedIn Group I saw the following comment and knew that, as a community of wholesalers, we have a long way to go to change the perceptions of most advisors:

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The Dreaded Wholesaler

January 4, 2012
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We are not sure where this video originated [though the clues tell us it's a bank advisor in Texas] – but it contains many kernels of truth.

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20 Questions Wholesalers Should Ask Themselves To Have A Career Year In 2012

December 31, 2011
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As I write this on 12/31/11 I am thinking about you and your ability to have a Career Year in 2012: What skills will it take to achieve your best year yet?

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There’s Always A Crack In The Door For Wholesalers To Get Through

December 15, 2011
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Back in October I spoke at the CFDD Conference in Chicago. I was asked by Ross Marino at Rekon Intelligence to join him on a panel that addressed how wholesalers can get access to elite financial advisors – even when they are crazy busy. Following that engagement we interviewed Ross [...]

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