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Wholesalers Shouldn’t Hide Their Financial Success – Kim Ann Curtin

Kim Ann Curtin Transforming Wall Street

The more you make the more disconnected you feel.

The cocktail party conversation at the neighbor’s house turns to money and you fall silent.

Truth be told, sometimes you are embarrassed by your earnings.

[Read more…]

A Wholesaler’s Sacred Selling Hours

What’s your prime time?

For most wholesalers the hours between 9 and 3 represent your best hours of the day (adjust accordingly for time zone and channel).

[Read more…]

The Evolution of ChatGPT and AI: How Can Wholesalers Take Advantage of Emerging Technology?

AI is all the rage.

If you’re thinking what we’re thinking, there is no way that this doesn’t change the game of wholesaling, in some fashion, over time.

At Wholesaler Masterminds® we have have been leaning all the way into the technology to bring you these ideas to enable you to apply AI to your practice.

Here’s some of what we’ve learned so far – and there’s sure to be so much more to come. 

(more…)

Improving Wholesaler Presentation Skills – Alan Parisse

Frequently we get asked about wholesalers and their ability to be more effective in front of audiences of advisors and/or public customers.

Hence today’s expert guest, Alan Parisse

Rising from garbage collector to Wall Street executive, Alan combines insight and wit to deliver powerful and useful messages to audiences around the world.

[Read more…]

In Praise of Praise: How Distribution Leaders Are Chasing Away Talent

His reputation speaks volumes.

She leads a channel of one of the most respected mutual fund distribution organizations in the land.

His innovations and ideas have been cross pollinated throughout other channels – and have added considerable billions to the top line of the firm.

She is a results driven leader who has delivered double digit growth, consistently, for years.

[Read more…]

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