If you are like most humans in our world you stress over things like:
-too few appointments
-sales results
-travel headaches
And every now and then we need to put all of those things into perspective.
Archives for March 2018
57 Things I’d Tell My 31 Year Old Wholesaler Self
I’m no spring chicken.
While not quite over the hill, I can sometimes see the top of it.
And, having experienced a thing or two about a thing or two, here are the 57 things that I’d tell the 31 year old wholesaler that I once was.
Becoming an Irreplaceable Wholesaler with Penny Phillips
Your advisor clients and prospects are deluged with information.
Worse, it is information that often they can find online, unaided.
So how exactly are you going to become irreplaceable?
Be Bold, Be Brief and Be Gone with Jimmy Pomerance
How clear is it, to both clients and prospects, what’s going to happen after you leave?
Did your meeting end with a plan…
…or a thud?
The Future of Wholesaling Looks Bleak
The signs are right in front of us.
And they have been for a very long time.
So why is it that so many don’t seem to understand what those signs say?
How One Firm Successfully Engaged a Former LinkedIn Insider to Increase Sales with Dan Swift
Yes, we’ve covered LinkedIn here before – and never like this.
What happens when you take a former LinkedIn insider/senior leader and put them to work helping a firm develop and implement a super successful strategy for serving advisors and building non-product value in the market?
[Hint: It’s a massively successful PVP-Peerless Value Proposition®]
Listen in to learn the whole story.
