We were asked:
“What bad routines and habits can hurt wholesalers the most?”
Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker

Why Should You Listen to the Recording?
If you:
then this call has suggestions designed for you!

During a November 2021 Money Management Institute (MMI) webinar, a poll question was asked: “What percentage of time do you see yourself spending in-person, versus virtual, in 2022?”

Too many years ago to count I was at a wholesaler meeting where our firm had enlisted the services of a then start up company to provide us with a look at how advisors viewed the firm and us as wholesalers.
It was at this meeting that I met Steve DeLano and Market Metrics.