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You are here: Home / Blog

12 Ways Wholesalers Succeed at FPA Meetings

You’ve been approached by a local Financial Planning Association (FPA) chapter to sponsor one or more meetings.

If you’re like me, part of the thought process is:

  • How many sponsors are there?
  • How will I get to participate?
  • Will I get a list of participants to market to?
  • How do I know that the money is not a giant waste of resources?

[Read more…]

Essential Networking for Wholesalers – Andrea Nierenberg

Great wholesalers understand the power of building, growing and nurturing a network.

And our guest is an expert on all three.

[Read more…]

Video: How To Create Your PVP-Peerless Value Proposition®

A client recorded some in-house videos after a training we did at their offices.

Here’s an excerpt we thought you’d find helpful.

[Read more…]

Are You Hiding Behind Busy?

You drove 300 miles this week.

You saw 24 advisors.

You made 43 outbound calls.

[Read more…]

Are Wholesalers Emotionally Fit? – Dr. Barton Goldsmith

financial services wholesaler emotional fitness

Wholesaling demands that you be fit physically and emotionally.

Welcome Dr. Barton Goldsmith, who is a three-time award winning psychotherapist, a syndicated columnist and radio host, as well as a recognized keynote speaker.

[Read more…]

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