In the 2020’s, wholesalers who fail to embrace ALL of the technological opportunities available to their practice are simply destined to spend their time chasing the sales leaders that understand it’s power.
Archives for 2020
14 Things To Do With Your Extra Office Time
Your weekly office day has now become your office month.
You have called all the clients/prospects/COIs you can call today.
Your email is at or near Inbox Zero (never thought that would happen, did you?).
You have set up and/or conducted as many virtual meetings that you can conduct today.
Now what?
10 Suggestions For Long(er) Term Work-From-Home Situations
Yes, you’re used to having an office day.
And, occasionally, you may even take two in a row.
But how do you handle working from home for a couple of weeks in a row, as current circumstances require?
The What, Why and How of Virtual Meetings in the Coronavirus Era with Marquesa Pettway
Travel restrictions are in place and in-person advisor/COI appointments are not be possible.
So, what’s a great wholesaler to do?
Meet virtually, my friends.
What Keeps You Up At Night?
76 great advisor questions.
It’s the most popular download in the history of our website.
From that list of 76, one of the most popular questions wholesalers ask advisors is, “What keeps you up at night?”
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