Is bringing the heart into the conversation too soft a concept for the hard nosed financial services community?
Is the heart more than a pump to deliver blood to the rest of the body?
28 Reasons Why Wholesaling is the Greatest Job on Earth
Maybe you are still smitten by this life we call wholesaling.
Or maybe your commitment to it is waffling.
Either way, we recommend that you bookmark the following list – as you may want to review it from time to time.
The Results: What’s Your Sales Outlook?
Coming off of, what was for most, a tremendous 2013 is it a surprise that wholesalers are feeling awfully optimistic about meeting their 2014 sales targets?
Or, has sales management done a better job of reining in the blow out sales of 2013 by creating a more sane sales plan for the year ahead?
Creative Advisor Relationship Acquisition and Development Strategies with Dave Maloney and Mark Spina
Depending on what you read or who you follow, the fate of the wholesaler is perilous.
With team structures and investment platforms becoming the preferred operating model for so many advisors, how does today’s wholesaler successfully harvest, deepen and retain key advisor relationships?
We’ve brought together two special guests to address just that.
One Great Idea Brought About By Covid-19
1982.
That’s the year I bought my first 10 shares of KO – Coca Cola.
My advisor was John Snodgrass with Drexel Burnham.