As I built my book of producers for OppenheimerFunds, I was tenacious and persistent.
The more a prospect offered resistance, the harder I sold.
Archives for 2017
It. Just. Is. – Your Futile Search for the Cure to Your To Do List
100+ years.
That’s the collective years of wholesaling wisdom represented at a recent, very small reunion of super successful current and former wholesalers.
Just a Wholesaler?
Three hours that go by in the blink of an eye.
That was the sensation I had when I sat down for a discussion with Alan.
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.
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.
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