Denver, lunch with Al.
Boise, cocktails with Lou.
Salt Lake City, dinner with Paul.
Next rotation = lather, rinse, repeat.
Are You A Behaviorally Smart Wholesaler? with Peggy Mengel
“We don’t see things as they are, we see them as we are.” – Anais Nin
Peggy and I go way back to our first jobs as wholesalers.
The Allure of The Filler Appointment
The demands on a wholesaler are great.
Both from the advisors they serve and the managers that employ them.
One of those demands is activity.
17 Questions Wholesalers Should Ask Themselves to Have a Career Year
What skills will it take to achieve your best year yet?
Here’s 17 worthy of serious consideration.
Are You Listening To A Consensus Of One?
He stopped writing bi-weekly emails to his advisors.
Because he had a consensus of one who suggested his emails were of no value.
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