A ‘no’ is not a failure. It’s information.
The ability to think on your feet is no excuse for being unprepared.
Small salespeople ask weak questions.
Archives for 2016
Giving Until It Hurts? 3 Things to Expect From Your COIs
Ever wonder what you should seek in return for the investment you have made in COIs?
You’re not alone.
How Can Wholesalers, Advisors and Their Clients Be More Cyber Secure? Our interview with Jeff Lanza
If the Kremlin can hack a political party, what’s to stop your accounts from being accessed by evil doers?
How can you protect your online security?
What steps can you take to avoid identity theft?
DOL Fiduciary Rule Update #2: Unintended Consequences and the Decade of Advice and Value
At Wholesaler Masterminds we are committed to bringing you additional information about DOL; how you and your advisors can cope with it and profit from it.
In order to do that, we have another recognized industry expert, Stig Nybo, with us.
Client Service Models for Wholesalers and Their Advisors with Paul Kingsman
How many active sellers do you serve?
200? 500? 800?
How do you decide how much “love” to give, to whom, and when?
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