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You are here: Home / Blog

61 Ways to Kill It in 2017

Reflect and recharge.

Two reasons why we love this time of year.

Looking back at your just about complete 2016, was it your Career Year?

[Read more…]

Create Bigger Producers Through Bigger Relationships – Jim Cathcart

What if your T&E was not the path to building better relationships with the advisors that you serve?

How can you better decide when to cut bait, or keep fishing?

Are you simply trying to up-sell or can you have more impact being able to up-serve?

[Read more…]

7 Ways To Get Past Your Production Plateau

how can wholesalers get past production plateaus?

[Ed. Note: part of our continuing series of “Short Take” posts that we hope provide food for thought and reflection. They are borne out of the discussions we have everyday with our clients.]

Your goal for the year is set.

You have in your business plan to scale up production in Q2, Q3 and Q4.

[Read more…]

Yes, Top Producers Can Get Fired Too

Some wholesalers are under the impression that great production is all that matters.

Maybe.

[Read more…]

The Wholesaling Marathon

Valuable lessons.

We’ve all learned them.

Back at the beginning of my wholesaling career there was a manager (Anne) that asked if I could do a meeting on a Friday.

[Read more…]

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