90 days.
That’s how long (or longer) it’s been since the world of external wholesaling got turned upside down.
While there are any number of challenges we face, these are the most pressing.
How do these align with your covid induced challenges?
Lessons From Leaders #9: Successfully Moving Your Distribution Career Forward with Kathy Freeman
Are you looking to move up the corporate ladder?
Curious about the skills, traits, and attributes that executive recruiters seek out when sourcing candidates for coveted positions in our industry?
In this episode we speak to one the country’s most prominent executive recruiters, Kathy Freeman.
The One About The Spineless Wholesaler
Too many wholesalers are spineless.
There, I said it.
How often has this happened to you:
There’s Always A Crack In The Door For Wholesalers To Get Through
Back in October I spoke at the CFDD Conference in Chicago.
I was asked by Ross Marino at Rekon Intelligence to join him on a panel that addressed how wholesalers can get access to elite financial advisors – even when they are crazy busy.
Following that engagement we interviewed Ross for Wholesaler Masterminds Radio in a segment called: What Financial Advisors Want From Wholesalers.
Now we are bringing you the audio of the email tips that we shared with the audience that day.
[Read more…]
5 Ways Financial Advisors Partner With Wholesalers
Recently the folks at Rekon Intelligence asked me to host, and be the master of ceremonies for, one of their 401(k) Rekon events.
My job was to introduce the seven wholesaler speakers, make sure the show ran on time and generally make sure that the financial advisor guests were treated in the right fashion.
I also had a chance to plant some pro-wholesaler seeds, [Read more…]
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