From the Fall 2014 edition of The Wealth Channel Magazine, published by The American College.
Feel free to print a copy and use as a talking points document with your advisors…assuming you embody the eight traits!
Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker

From the Fall 2014 edition of The Wealth Channel Magazine, published by The American College.
Feel free to print a copy and use as a talking points document with your advisors…assuming you embody the eight traits!

Time for an upscale mini vacation.
That was my thought as I scoured through the Forbes Travel Guide.
I’d shoehorn in a beach-side visit at a five star property en route to a client engagement.

Years ago there was a running joke that I had with a friend in our business.
As we would sit and catch up, both excited to share the events of the day/week, one of us would finish speaking and then look at the other and say, “But enough about me, let’s talk about me!”
And sometimes wholesalers, in fact all sales professionals, are guilty of a misguided focus.