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Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker

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Archives for 2016

Great Wholesalers Dare To Be Bold with Kathleen Wood

In a time of great industry change, B.O.L.D. wholesalers and their leaders will excel.

[Read more…]

61 Ways to Kill It in 2017

Reflect and recharge.

Two reasons why we love this time of year.

Looking back at your just about complete 2016, was it your Career Year?

[Read more…]

5 Rules for Wholesaler Gifting: Staying Out of the Trinket and Trash Sea of Sameness with John Ruhlin

Think about the last five trinket/gift items you gave advisors.

The faux high-end pen?

A Starbucks coffee card?

Or the always popular Omaha Steaks?

[Read more…]

Gumby, Pokey and the Wholesaling Sea of Sameness

You can choose to do things as you always have and email/voicemail into the huge echo chamber of your targeted producers and prospects.

Or, you could take the risk that the market is screaming for new, innovative, creative and fun ideas – even in our buttoned up world of financial services.

[Read more…]

How Can Wholesalers Deepen Their Advisor Relationships? with Anne Loehr

What’s the wholesaler formula for success?

In our writing and speaking we have identified it as IQ+EQ+CQ=MQ.

[Read more…]

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