In a time of great industry change, B.O.L.D. wholesalers and their leaders will excel.
Archives for 2016
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?
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?
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.
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.
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