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Archives for October 2022

My Best Practices: 16 Insights From A Recently Promoted Internal Wholesaler

It’s both good news and bad news.

Good news: your amazing, LONG tenured, successful internal partner just got promoted to external.

Bad news: your amazing, LONG tenured, successful internal partner just got promoted to external.

Recently, a coaching client was navigating this transition in their territory.

He asked his soon-to-be-departed partner for their best pearls of wisdom that he could pass along to his new internal partner.

These 16 insights are presented as written, with only light editing for clarity.
[Read more…]

Collaborative Annual Business Planning with Your Top Financial Advisors

Good wholesalers complete their annual plans.

[see our Wholesaler Masterminds Business Plan Template here]

Great wholesalers are increasing their MQ-Memorability Quotient® by do annual planning with their most valued advisors.

[Read more…]

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