Look at your bookshelf right now.
I’ll bet you can tell, in the event the book was a gift, exactly who gave it to you, when you received it and for what reason.
Books are like that – they stick in our memory.
Archives for November 2012
Improving Wholesaler Presentation Skills – Alan Parisse
Frequently we get asked about wholesalers and their ability to be more effective in front of audiences of advisors and/or public customers.
Hence today’s expert guest, Alan Parisse
Rising from garbage collector to Wall Street executive, Alan combines insight and wit to deliver powerful and useful messages to audiences around the world.
A Wholesaler’s Best Practices Gap
Yesterday I was speaking to a coaching client that I’ve had the privilege of working with for the last 12 months.
We were debriefing his progress during our time together and I commented that he really has done a fine job aligning his best intentions with his best practices.
And that’s the thing with the great wholesaler versus the typical wholesaler.
The Wholesaler’s Three in ’13
Along the path of your business planning you’ll be asked for (or should be asked for) your goals for the year ahead.
These lists of goals too frequently find their way into your plan but aren’t reviewed as much as they should be.
Recently we started asking this simple (not really simple) question of our Wholesaler Masterminds Coaching clients:
The Wholesaler’s Commitment To Service
In the most recent Wealth Channel magazine from The American College we were asked to provide a practice management article that would be applicable to advisors and wholesalers alike.
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