What skills will it take to achieve your best year yet?
Here’s 17 worthy of serious consideration.
Archives for December 2012
How Can Wholesalers Become a Category of One? – Joe Calloway
What are the best practices of the best companies?
How do you set yourself apart from your competitors and turn your practice into a market leader?
For these questions and more we have Joe Calloway with us.
6 Things You Might Be Doing To Piss Off Advisors
We picked up a comment left on a story at Ignites.com that caught our eye.
The Ignites article was titled: Wholesaler Mistakes That Irk Advisors Most (link requires subscription).
The comment appears to have been posted by a Financial Advisor.
He writes:
9 What Ifs: The Great Wholesaler’s Approach To National Sales Meetings
Between the years of carrying the bag and the years in management we, like you, have been to many a national sales meeting.
And with the height of the national sales meeting season approaching, it has us asking, “what if?”
Exactly What Do Financial Advisors Want From Wholesalers? – Bill Bachrach
The next best thing to getting into the brain of the financial advisor you wish to serve is to get next to the person who, arguably, is one of the most influential advisors to the advisor.
And you likely already know Bill Bachrach.