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Archives for June 2011

Schmeeks, Formally Known As Wholesalers

Schmeeks shall rule

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 looked through the various business cards collected I saw all versions of alternate terminology.

And now the ‘What should we call wholesalers when we don’t want to call them wholesalers?” riddle has been solved.

[Read more…]

3 Reasons Why Wholesalers Stray From The Basics – Don Connelly

Why do wholesalers stray from the basics?

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?

[Read more…]

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

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.

[Read more…]

Can I See Your ID?

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 with access to a Red Carpet Club (read: free cocktails) I felt it was my duty to spend part of my 8 hours at O’Hare at the bar.

In doing so I witnessed an interesting phenomenon in human behavior.

[Read more…]

6 Checkpoint Topics For Wholesalers To Discuss With Advisors

Plan Advisor Checkpoints

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 track with their stated intentions?

[Read more…]

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