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Archives for May 2012

8 Ways Great Wholesalers Prepare For Vacation

SUP_sunset

Beaches.

Sightseeing.

Adult beverages at breakfast.

[Read more…]

15 Lessons Learned From My Coaching Clients

Whether they are senior leaders looking to sort through the maze of corporate back alleys, up and coming wholesaling superstars that want input and direction, out-placed executives in transition, or top decile wholesaling heavy hitters, my coaching clients provide me with lessons every time we speak.

[Read more…]

Are Wholesalers Emotionally Fit? – Dr. Barton Goldsmith

financial services wholesaler emotional fitness

Wholesaling demands that you be fit physically and emotionally.

Welcome Dr. Barton Goldsmith, who is a three-time award winning psychotherapist, a syndicated columnist and radio host, as well as a recognized keynote speaker.

[Read more…]

12 Numbers For Wholesalers To Obsess About Besides Production

elephant eats wholesaler

Are wholesalers focused on the wrong numbers?

Yes, dollars in the door – gross tonnage – is still the measurement of success for virtually most wholesalers.

But what if production is the wrong number to focus on every single day?

[Read more…]

And The Wholesaler Said, “Enough About Me, Let’s Talk About Me”

At a recent 2 hour workshop session for a group of wholesalers, one of the activities we did was strengthening the quality of the questions that they asked both existing advisors (to deepen the relationship) and prospects (to find the point of pain).

[Read more…]

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