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Archives for March 2013

How Wholesalers Assist Advisors With Branding – Kimberly Bordonaro

One great PVP – Peerless Value Proposition® that our clients develop is assisting financial advisors with their marketing and the branding of their practice.

It’s a powerful opportunity to assist the advisor because most manage money well but market poorly – at best.

[Read more…]

The Consistently Consistent Wholesaler

wholesaler consistency

con·sist·en·cy
noun: The achievement of a level of performance that does not vary greatly in quality over time.

Many of you may recall the story of Larko from our Sunday Night Email series (to sign up fill out any form on this site).

Larko, of Terminix termite control fame, whom I wrote about previously:

[Read more…]

The Wholesaler’s Curse of Conformity – Dan Richards

You know we are fanatics for helping you stay out of the rough waters of the wholesaler sea of sameness, right?

In fact, we have had multiple Wholesaler Masterminds Radio guests add their unique viewpoints to this essential part of the wholesaling equation.

And today we’ve asked Dan Richards to do just that.

[Read more…]

One Cure For The Stressed Out Wholesaler

Does this sound like you?

There are not enough hours in the day.

You’re burned out from administrivia.

You are neglecting your family and friends.

Your office days are a blur of :

[Read more…]

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