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When I Saw NotebookLM by Google
My brain just exploded. Over the weekend I read about NotebookLM from Google. From their website: "Upload PDFs, websites, YouTube ...
What Do You Want From A Wholesaler?
So interesting just to be a fly on the wall and read these comments (I was not the one who ...
Five Important Wholesaler Takeaways From The 2023 Cerulli Distribution Study
Our friends at Cerulli have just released their report U.S. Intermediary Distribution 2023 Seeking Differentiation Through Digital Engagement. This comprehensive ...
Top Producer Gone Wild! What Would You Do?
We wrote the following to our weekly Sunday Night Email readers and we asked for replies with comments/thoughts/suggestions about how ...
7 Marketing Lessons Great Wholesalers Learn From Iconic Brands
Back in 2012 (2012?!) we wrote: 6 Ways Wholesalers Can Market Like Coca-Cola. Lately we've been thinking about wholesaler marketing ...
49 Great Discovery Questions To Ask Advisors Over The Age Of 55
You are a wholesaler who is under 35 years of age.They are an advisor who is over 55 and has ...
107 Open-Ended Profiling Questions for Wholesalers To Ask Financial Advisors
Understanding the nuances of a financial advisor's practice is critical. Great wholesalers probe beyond the surface, asking thought-provoking questions to ...
Which Types Of Advisor Marketing Touches Are The Most Effective For Wholesalers?
Is email still effective? Can speaking at broker dealer events provide the advisor eyeballs and attention you desire? How do ...
The Evolution of ChatGPT and AI: How Can Wholesalers Take Advantage of Emerging Technology?
AI is all the rage.If you're thinking what we're thinking, there is no way that this doesn't change the game ...
Top 7 Tips For Creating More Effective Emails
Over 500 weeks of the Sunday Night Email. Which has been, hands down, the #1 catalyst for our business for ...
Survey Findings: What Do Advisors Look For In Wholesalers?
Our friends at YCharts have released a new white paper, What Do Advisors Look For In Wholesalers?. It attempts to ...
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 ...
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 ...
Millionaire Wholesalers Know The Importance of Routines and Rituals
Nearly every successful Millionaire Wholesaler™ has some sort routine or daily ritual. These are personal rituals that help them stay ...
Six Ways Millionaire Wholesalers Maintain Their Long-Term Success
You can’t reach the pinnacle of this craft without some hard-won experience. Millionaire Wholesalers have a lot of great war ...
Was She Guilty of Complaining-in-Place?
Our coaching client was vexed. After 10 years, her firm is changing culturally. Leadership is being replaced top to bottom ...
Is MONEY Your Primary Wholesaling Motivator?
It was in the 'before' times. Before work-from-home. Before advisor access restrictions ...
Special Podcast Episode: Six Attributes of a Long and Successful Distribution Career
Internal Use Only is a newer entrant in the podcasting community, focusing on content for wholesalers. We share with our ...
Learn to Write More Impactful Emails (Free Content)
We've learned a thing or two about email marketing. Which happens when you send an email to your list every ...
Protected: Wholesaler Masterminds Schedulers Quarterly Practice Management Video
This content is password-protected. To view it, please enter the password below. Password: ...
Wholesaler Survey Results: How Will You Engage with Advisors in 2022?
During a November 2021 Money Management Institute (MMI) webinar, a poll question was asked: "What percentage of time do you ...
While Screaming Down The 91 Freeway
Kevin Vogt. 25 years later, I still recall the name of the advisor I was speaking to while screaming down ...
Get Your Wholesaler Masterminds® Business Plan Template
You'll have IMMEDIATE ACCESS after confirming your email address (be sure to check your SPAM folder if need be). Already ...
16 Tips To Find Balance In The Wholesaling Chaos
Who couldn't use a bit more balance (and calm)? That's why we share this piece from our I Carry The ...
Looking To Improve Your Wholesaling Productivity?
The factoid continues to rattle around my brain. When the guest on our podcast shared it, as the interviewer I ...
Tips For Coaching Your Internal: They Do It For You, Gold, And Glory
The more things change, they don't! We offer this from our I Carry The Bag® magazine archives ...
A Public Service Announcement for Readers OVER THE AGE OF 45
A Public Service Announcement for group members OVER THE AGE OF 45: ...
I Quit! (And You Should Too)
"Winners never quit and quitters never win." ~Vince Lombardi Sounds terrific, yes? ...
Think YOUR Product is Commoditized?
It's a phrase as old as wholesaling. "We work in a commodity business." ...
Diving Deeper Into Your DNA Report
Thank you! We have received your payment and will pull your personalized Business DNA® Natural Behavior Discovery PDF. As this ...
When I Saw NotebookLM by Google
My brain just exploded. Over the weekend I read about NotebookLM from Google. From their website: "Upload PDFs, websites, YouTube ...
What Do You Want From A Wholesaler?
So interesting just to be a fly on the wall and read these comments (I was not the one who ...
Five Important Wholesaler Takeaways From The 2023 Cerulli Distribution Study
Our friends at Cerulli have just released their report U.S. Intermediary Distribution 2023 Seeking Differentiation Through Digital Engagement. This comprehensive ...
Top Producer Gone Wild! What Would You Do?
We wrote the following to our weekly Sunday Night Email readers and we asked for replies with comments/thoughts/suggestions about how ...
7 Marketing Lessons Great Wholesalers Learn From Iconic Brands
Back in 2012 (2012?!) we wrote: 6 Ways Wholesalers Can Market Like Coca-Cola. Lately we've been thinking about wholesaler marketing ...
49 Great Discovery Questions To Ask Advisors Over The Age Of 55
You are a wholesaler who is under 35 years of age.They are an advisor who is over 55 and has ...
107 Open-Ended Profiling Questions for Wholesalers To Ask Financial Advisors
Understanding the nuances of a financial advisor's practice is critical. Great wholesalers probe beyond the surface, asking thought-provoking questions to ...
Which Types Of Advisor Marketing Touches Are The Most Effective For Wholesalers?
Is email still effective? Can speaking at broker dealer events provide the advisor eyeballs and attention you desire? How do ...
The Evolution of ChatGPT and AI: How Can Wholesalers Take Advantage of Emerging Technology?
AI is all the rage.If you're thinking what we're thinking, there is no way that this doesn't change the game ...
Top 7 Tips For Creating More Effective Emails
Over 500 weeks of the Sunday Night Email. Which has been, hands down, the #1 catalyst for our business for ...
Survey Findings: What Do Advisors Look For In Wholesalers?
Our friends at YCharts have released a new white paper, What Do Advisors Look For In Wholesalers?. It attempts to ...
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 ...
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 ...
Millionaire Wholesalers Know The Importance of Routines and Rituals
Nearly every successful Millionaire Wholesaler™ has some sort routine or daily ritual. These are personal rituals that help them stay ...
Six Ways Millionaire Wholesalers Maintain Their Long-Term Success
You can’t reach the pinnacle of this craft without some hard-won experience. Millionaire Wholesalers have a lot of great war ...
Was She Guilty of Complaining-in-Place?
Our coaching client was vexed. After 10 years, her firm is changing culturally. Leadership is being replaced top to bottom ...
Is MONEY Your Primary Wholesaling Motivator?
It was in the 'before' times. Before work-from-home. Before advisor access restrictions ...
Special Podcast Episode: Six Attributes of a Long and Successful Distribution Career
Internal Use Only is a newer entrant in the podcasting community, focusing on content for wholesalers. We share with our ...
Learn to Write More Impactful Emails (Free Content)
We've learned a thing or two about email marketing. Which happens when you send an email to your list every ...
Protected: Wholesaler Masterminds Schedulers Quarterly Practice Management Video
This content is password-protected. To view it, please enter the password below. Password: ...
Wholesaler Survey Results: How Will You Engage with Advisors in 2022?
During a November 2021 Money Management Institute (MMI) webinar, a poll question was asked: "What percentage of time do you ...
While Screaming Down The 91 Freeway
Kevin Vogt. 25 years later, I still recall the name of the advisor I was speaking to while screaming down ...
Get Your Wholesaler Masterminds® Business Plan Template
You'll have IMMEDIATE ACCESS after confirming your email address (be sure to check your SPAM folder if need be). Already ...
16 Tips To Find Balance In The Wholesaling Chaos
Who couldn't use a bit more balance (and calm)? That's why we share this piece from our I Carry The ...
Looking To Improve Your Wholesaling Productivity?
The factoid continues to rattle around my brain. When the guest on our podcast shared it, as the interviewer I ...
Tips For Coaching Your Internal: They Do It For You, Gold, And Glory
The more things change, they don't! We offer this from our I Carry The Bag® magazine archives ...
A Public Service Announcement for Readers OVER THE AGE OF 45
A Public Service Announcement for group members OVER THE AGE OF 45: ...
I Quit! (And You Should Too)
"Winners never quit and quitters never win." ~Vince Lombardi Sounds terrific, yes? ...
Think YOUR Product is Commoditized?
It's a phrase as old as wholesaling. "We work in a commodity business." ...
Diving Deeper Into Your DNA Report
Thank you! We have received your payment and will pull your personalized Business DNA® Natural Behavior Discovery PDF. As this ...
