Not that it was ever easy.
But getting though the noise today is harder than ever.
Use Feedly To Manage The Covid-19 Information Tsunami
You want to to be of service to your financial advisors.
And sourcing solid content and ideas to do so can be a daunting task.
Make the task easier with Feedly.com.
A Wholesaler’s Shift From Bland To Brilliant – Simon T. Bailey
Who has the steering wheel in your practice?
Does the region run you?
What about the other dimensions of your life, who is in control?
Undeniable Attributes of the Greatest Wholesalers – Part One
You may have seen the post that WholesalerBriefcase.com wrote about the Wholesaler Lifetime Achievement Award presented at the recent Sequoia Connect ’10 conference.
As I sat in the audience and listened to each award winner* speak from the dais I couldn’t help but make a list of the attributes that they outlined as being most critical to their success.
We have decided to make this a multi-part post so that our readers can digest these attributes and have time to reflect on them in the light of their own practices.
So, in no particular order, here is Part One.
The Impact of DOL and CRM2 Significant For Most Wholesalers: 2017 State of Wholesaling Survey Results – Part 1
Between July 21 and August 2 Wholesaler Masterminds® conducted a survey of our US and Canada based community. We requested survey responses through direct email outreach, LinkedIn, Twitter and Facebook.
We received 847 total responses. In addition we received over 800 written comments.
This is Part 1 of our effort to provide you with an overview of the Survey results.
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