The relationships we have with advisors are indeed tricky.
Some would say it’s a bit of a chess match.
Thankfully we have Frank Maselli, who spends a ton of time working with the advisors that we serve, to lend a few insights.
The Dreaded Wholesaler
We are not sure where this video originated [though the clues tell us it’s a bank advisor in Texas] – but it contains many kernels of truth.
Outsmart, Outlast and Outperform Your Competition with Mark Eaton
Playing 12 years in the National Basketball Association is no small feat.
Being recognized as one of the greatest defensive centers to ever play the game is playing in the league at a whole other level.
And that’s exactly the level at which our guest, Mark Eaton, played.
Run Your Territory Like A Business, Not A Clubhouse
Denver, lunch with Al.
Boise, cocktails with Lou.
Salt Lake City, dinner with Paul.
Next rotation = lather, rinse, repeat.
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 to handle this awkward situation (that MANY wholesalers had been in).
Being the amazing folks that they are, not only did we received a bunch of comments, some expressed an interest in knowing what others suggested.
To that end:
Being the amazing folks that they are, not only did we received a bunch of comments, some expressed an interest in knowing what others suggested.
To that end:
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