What exactly do financial advisors want from wholesalers?
On a previous Wholesaler Masterminds Radio show we went Inside the Mind of the Financial Advisor with Bill Smith.
Archives for 2011
My Girl Whoopi
Are you familiar with 30 Rockefeller Plaza in NYC?
You may know that high atop 30 Rock stood The Rainbow Room, which used to be open for dining and made a great place to entertain advisors.
Time To Do My Nails
I’ve admitted it before, I’ll admit it again: I tend to be a workaholic.
And no, it’s not something I’m proud of.
Confessions of a Hotel Snob
Back in the early 2000’s I was down in Macon, GA riding with a wholesaler.
We put in a full day of five solid appointments, then a dinner and it was time to find the hotel for the night.
And that’s where it got ugly.
I Might Need An Intervention
One evening this past week I was sitting on the couch relaxing, which for me generally means T.V. on and an electronic devise extending from the tip of my fingers.
In an attempt to look at a friends QR code that I saw on Facebook with my iPad, I needed to grab my iPhone to actually shoot the image with a QR reader application.
You following me?
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