Staying organized ain’t easy.
But you already know that.
Problem is, work from home has exacerbated the issue.
Wholesalers and High Concepts
Quick.
Describe the essence of what you do for advisors in a short sentence.
Make it both brief and provocative.
5 Ways Financial Advisors Partner With Wholesalers
Recently the folks at Rekon Intelligence asked me to host, and be the master of ceremonies for, one of their 401(k) Rekon events.
My job was to introduce the seven wholesaler speakers, make sure the show ran on time and generally make sure that the financial advisor guests were treated in the right fashion.
I also had a chance to plant some pro-wholesaler seeds, [Read more…]
Becoming an Influential Wholesaler with Bob Burg
We live in most contentious times.
Times when opposing points of view erupt into animus and vitriol.
Given that backdrop, how is a wholesaler supposed to create any form of influence today?
83 Ways to Make 2019 Your Career Year
How was your 2018?
Was it your Career Year?
What are your Career Year prospects for the year ahead?
Based on over 5000 hours of coaching and live presentations we have done with our wholesaler and management clients, here’s a list of 83 ways to ensure that 2019 exceeds your expectations:
[Read more…]
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