Archives for 2016

Never Be Average Wholesaling with Tim McCormick

Another suit.

In another office.

Carrying another briefcase.

If I was dying and granted a last meal, a juicy steak would be tempting, but I’m certain that my choice for a last meal would be sushi.

Ever since my introduction to sushi in 1978, we have had a deep and meaningful relationship.

During the early 2000’s my favorite hangout was a local place in Dana Point called Gen Kai.

Your long-tenured PM is leaving the firm.

The rider that advisors have been selling the heck out of is going away.

Your new business processing is delayed by 10 days.

All bad news – and all messages that are no fun to deliver.

Kill the squirrel.

Clean your own bathroom.

No one is going to die.

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”.