Blog - Wholesaler Masterminds®

Two Great Conference Display Booth Ideas

Man it’s hard to stand out at a conference.

How do you attempt to separate yourself and be memorable in a sea of 300 different exhibitors?

In the case of the Schwab IMPACT conference I saw some great efforts.

And two were most memorable.

Wholesaler Masterminds Radio: Deeper COI Relationships

Playing off of the wildly popular post 5 Things to Do to Make COIs Love You, in the Winter edition of I Carry The Bag…the official magazine of wholesaling we are doing a feature story on Centers of Influence.

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A Wholesaler’s Second Chance

At the beginning of every quarter I ask my coaching clients what successes they were most proud of from the prior quarter’s work.

A mastermind coaching client (we’ll call him Clark) told me a terrific story today and I need to tell you:

Back in March 2010 Clark set up a meeting to visit a Raymond James team with ~$200 million under management. As he is newer to wholesaling he went into the meeting admittedly less prepared than he might have liked, but willing to put it on the line to rope in this team’s business – they were Elephants.

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Great Wholesalers Don’t Disrespect Others

CAUTION: RANT AHEAD

Last week I was at the Birmingham Marriott for a speaking engagement. As is my usual routine I shipped the audience handouts to the hotel with the customary “hold for arrival” indicator on the shipping label.

The morning of my presentation I called the front desk at 9 AM and asked if they had the box. The front desk clerk confirmed they had it and offered to hold it at the front desk until I came down for the gig.

Wholesalers, this all sounds familiar right? You and I have done this part 1000 times.

Then it got strange.

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