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The Most Powerful Way to Understand and Communicate with Advisors with Scott Schwefel

Product knowledge? Check.

Ready to add value? Check.

Effectively communicate your message? Many of us need improvement.

[Read more…]

5 Ways Financial Advisors Partner With Wholesalers

wholesalers become master negotiators

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…]

Creating Wholesaler Distinction | The Lessons of Taxi Terry – Scott McKain

If you’re not careful you’ll drown in the Sea of Sameness.

It’s that nauseating, choppy body of waste water on which too many wholesalers simply float along.

[Read more…]

On My Mind: To Office Day or Not To Office Day?

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.

Episode #6: To Office Day or Not To Office Day?

[Read more…]

8 Ways Great Wholesalers Prepare For Vacation

SUP_sunset

Beaches.

Sightseeing.

Adult beverages at breakfast.

[Read more…]

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