[Ed. Note: The first in a continuing series of ‘Short Take” posts that we hope provide food for thought and reflection. They are borne out of the discussions we have everyday with our clients.]
Old couches:
Worn and tattered on the arms.
Exceedingly comfortable.
Sleep inducing.
Overly comfortable wholesalers:
Worn and tattered in the briefcase.
Dangerously comfortable.
Sleep inducing.
Being comfortable is for couches, not high performing wholesalers.
Our jobs are too big and the payoff is too large to get too comfortable.
Brotherhood of the Bag is now available both in print and via Kindle.
One Simple Question
UPDATED: An Even Faster and Still Free Way For Wholesalers To Map Advisor Locations
4 Things Wholesalers Shouldn’t Ass-ume
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DOL Fiduciary Rule Update #2: Unintended Consequences and the Decade of Advice and Value
