Wholesaling Chicken or Wholesaling Egg? – The Epilogue

March 26, 2012
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In our Sunday Night Email (sign up over in the sidebar to join 10,000 of your peers that receive this communication ——> ) we wrote the following and asked for your input. And input we got! Here’s the Sunday Night Email followed, by the reader comments:

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Can Wholesaler Ego And Humility Live Side By Side?

March 20, 2012
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We work in a industry that is filled with egos. Big egos.

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Wholesalers Need to Get Dirty in the Data – Steve DeLano

March 19, 2012
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Too many years ago to count I was at a wholesaler meeting where our firm had enlisted the services of a then start up company to provide us with a look at how advisors viewed the firm and us as wholesalers. It was at this meeting that I met Steve [...]

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Are You A Prehistoric Wholesaler?

March 13, 2012
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A senior leader of distribution that we were interviewing for the next issue of I Carry The Bag magazine was discussing his outlook regarding the landscape for wholesaling 3-5 years in the future. And, the implications for wholesalers that are rooted in days gone by. We dusted off this piece [...]

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Advisor ADHD: Are Wholesalers Being Heard? – Maribeth Kuzmeski

March 8, 2012
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The speed at which information is coming at financial advisors today is unprecedented. In a moments time they are bombarded with endless messages. And somewhere in that clutter you need to stand out with your message.

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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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