Organization is one of the essential keys to wholesaling success.
More and more we recognize that Evernote [get your FREE premium trial here] can play a pivotal role in your ability to be better organized.
Of Internals, Aged Port, and Fine Cigars
105 Great Questions Wholesalers Should Ask Advisors
If we’ve said it once, we’ve said it 105 times: wholesalers who partner with advisors are a valuable commodity.
Those that show up and throw up are a dime a dozen.
Where do you fit in?
Sushi, Sake, See Ya! – A Lesson For Sales Leaders
If I was dying and granted a last meal, a juicy steak would be tempting, but I’m certain that my choice for a last meal would be sushi.
Ever since my introduction to sushi in 1978, we have had a deep and meaningful relationship.
During the early 2000’s my favorite hangout was a local place in Dana Point called Gen Kai.
Get More Cheeks In Rep Meeting Seats
Investment News holds a teleconference about a topic and offers CE credit for those in attendance.
Financial Planning Magazine offers a quick 10 question quiz at the end of the monthly issue and offers CFP, CIMA, CIMC and CPWA continuing education credit for successful completion.
You hold a meeting covering an economic update along with sales ideas and reps get…..donuts.
What do Investment News and Financial Planning know that you should too? [Read more…]
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