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Archives for June 2017

Creative Advisor Relationship Acquisition and Development Strategies with Dave Maloney and Mark Spina

Depending on what you read or who you follow, the fate of the wholesaler is perilous.

With team structures and investment platforms becoming the preferred operating model for so many advisors, how does today’s wholesaler successfully harvest, deepen and retain key advisor relationships?

We’ve brought together two special guests to address just that.

[Read more…]

Parkinson’s Law and the Importance of Time Blocking Your Calendar

The elusiveness of time.

Such as opening email first thing on an office day.

And two hours later finding yourself mindlessly sorting your email filing system.

[Read more…]

8 Core Sales Beliefs of Truly Great Wholesalers with Tony Hughes

What are your core sales beliefs?

How do your beliefs align with those in other industries or other countries? [Read more…]

Great Wholesalers Know How to Unlock Their Creative Mind with Scott Shellstrom

We hear it frequently.

The coaching client says, “But I’m just not creative”.

Yet your ability to unleash your creative mind is a huge driver in the success of your territory…and your career.

[Read more…]

Yes, Great Wholesalers No

Wholesalers hate the word.

Yet, it’s a word you should learn to love.

[Read more…]

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