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Archives for 2017

A Whole Lot More Than 24 Great Ideas Wholesalers Use to be More Productive – and Memorable

The first 24 ideas post was written in 2009. The ideas were borne out of Wholesaler Masterminds® Group Coaching calls.

They have now been edited, updated and refreshed with the latest ideas, insights and info.

The ideas presented here only scratch the surface of the depth and breadth of knowledge, experience and wisdom great wholesalers apply in their practice every day.

[Read more…]

We’re Our Own Worst Enemy: The Danger of What Goes on Between Our Ears with Chris Spurvey

Often the loudest voice is the one that can’t be heard by others.

It’s the voice that not so quietly plays inside our heads.

And if we’re not careful that voice will consume and debilitate us.

[Read more…]

Storytelling: The Wholesaler’s Secret Weapon with Rob Salafia

It’s as old as humankind.

It’s a proven way to get your message heard and understood.

So why don’t we tell more engaging stories about our firms, our products and ourselves?

[Read more…]

Unavoidable Truth: You Need to Get Your Teeth Kicked In

During my years at OppenheimerFunds, I spent a ton of time training future bank platform reps how to sell mutual funds.

Each month the Mutual Funds One class would begin with participant introductions, and I could tell from the wide eyes and hesitant voices that these New Account Representatives were not quite ready to embark on the company mandate that they now learn how to sell non-deposit products to bank clients.

[Read more…]

These 10 Ideas Will Make Your Next Conference or Roadshow Far More Successful

Roadshows and conference speaking opportunities are not a new ideas.

But there are new ideas that help you have more successful roadshows, conferences and/or industry trade conferences.

[Read more…]

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