Have you been hit?
By the Morningstar Gold/5-Star/Lipper Leader fund that kills the competition.
By the VA that has the best positioned rider on the street.
Archives for September 2018
Lessons From Leaders #6: Interview with Chad Mueller at CUNA Mutual Group
How do our most senior leaders, and those that offer them consultation, feel about the direction and trajectory of our industry?
What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn?
Welcome to The New Wholesaler Masterminds Radio Show and this special series of episodes we’re calling: Lessons From Leaders
We Need To Make A Change
Highs and lows.
Our careers are full of them.
Sometimes, whether we believe it’s deserved or not, we hear a message from the boss that shakes us to our core.
The Wholesaling Marathon
Valuable lessons.
We’ve all learned them.
Back at the beginning of my wholesaling career there was a manager (Anne) that asked if I could do a meeting on a Friday.
Lessons From Leaders #5: Interview with Jeff Carlin, CFA at Nuveen
How do our most senior leaders, and those that offer them consultation, feel about the direction and trajectory of our industry?
What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn?
Welcome to The New Wholesaler Masterminds Radio Show and this special series of episodes we’re calling: Lessons From Leaders