Archives for 2014

Advisors, Money and Emotions – Julie Murphy

We spend time talking to our clients about advisors, their heads, and their hearts.

So naturally when we learned about Julie Murphy Casserly we invited her to join us.

Go out to Google right now and search for “People do business with people that they like” and then stand back.

You’ll find 1.25 million results, and there is a broad range of opinions on both sides of the argument.

Here’s what we know to be true: we can’t name one wholesaler who is at the top of their game that got there by being unlikeable.

You’re busy.

You can’t possibly read every post here at Wholesaler Masterminds®.

But you can take time out to read the Most Popular Posts of the past year – because there is a high likelihood your biggest competitor already has!

Oh what a year it was.

One of the amazing years in which the stars aligned for most firms/wholesalers in a way that hasn’t been experienced in years.

Work out more.

Lose weight.

Spend more time home when I’m home.