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Archives for October 2018

Lessons From Leaders #8: The Death of a Wholesaler – How to Avoid Irrelevance with HiddenLevers

Will emerging technologies, passive investing and fee compression kill the wholesaler?

What does the future of asset management sales look like?

[Read more…]

For Divisional Managers: Part Two – Create a More Effective Ride-Along

As a manager, what do you hope to experience when you ride with a wholesaler?

Better question: does your wholesaler know what you hope to experience?

[Read more…]

The Curious Wholesaler

Smart folks.

We work in a sector that is filled with super smart folks.

Many have IQ’s worthy of Mensa consideration.

[Read more…]

Three Step Wholesaler Cleanse

Caffeine withdrawals.

Seems that an old friend was experiencing them after going through a nine day cleanse, which included four days of fasting.

Not one to undertake any regimen that involves removing Starbucks from my life, I starting thinking about ways to cleanse my practice – and how you can cleanse yours.

[Read more…]

Your Ocean of Rejection

You already know about The Sea of Sameness.

It’s that body of water that will swallow you up, unless you learn how to distinguish yourself from your competition.

Recently I learned of another sales body of water.

[Read more…]

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