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Archives for August 2016

Your COI Mindset: A Giving Hand Is Always Full with Bill Walton

COIs have the ability to exponentially increase your influence and your sales.

And we’ve written about it here and here.

In this episode we explore how to establish and nurture successful COI relationships with a guest who does not live in the distribution “fish bowl”.

[Read more…]

Know More To Sell More: The Importance of Advisor Recon with Sam Richter

How do you prepare for your advisor meetings?

For most wholesalers the checklist includes:

– Sales literature in bag
– Trinkets and trash in trunk
– Boarding pass on iphone

But the most important element of appointment preparation is one that too few wholesalers do.

[Read more…]

10 Quotes and One Gift

a gift from Wholesaler Masterminds®

Super selective and discerning.

That’s our thought when we opt-in for any email subscription.

One of our favorites is Fortune CEO Daily.

[Read more…]

7 Secrets of Power Entertaining with Eddie Osterland, MS

How many times this past month did you entertain an advisor or COI?

How many times was that engagement truly memorable?

For too many wholesalers, entertaining via dinners, sporting events, etc. is so much second nature that it has become an afterthought – which is why there is so much to learn from this weeks’ guest.

[Read more…]

The Wholesaler’s Jar of Life

As sent to us by an employee in 1999 and recently unearthed.

The internet cites a host of different sources, whom we’d be delighted to credit, if the real original author was clear. 

One day, an expert in time management was speaking to a group of business students and, to drive home a point, used an illustration those students will never forget.

[Read more…]

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