We spend time talking to our clients about advisors, their heads, and their hearts.
So naturally when we learned about Julie Murphy Casserly we invited her to join us.
No Excuse For This Excuse
The company’s founder was one of Fortune’s 30 Under 30.
Their website was gorgeous.
Their prices appeared more than fair.
16 Tips To Find Balance In The Wholesaling Chaos
Who couldn’t use a bit more balance (and calm)?
That’s why we share this piece from our I Carry The Bag® magazine archives.
Create Bigger Producers Through Bigger Relationships – Jim Cathcart
What if your T&E was not the path to building better relationships with the advisors that you serve?
How can you better decide when to cut bait, or keep fishing?
Are you simply trying to up-sell or can you have more impact being able to up-serve?
Great Wholesalers Hate Losing More Than They Love Winning – Don Yaeger
Sports and life lessons?
Sports and business lessons?
Yes and yes.
And who better to deliver these insights than Don Yaeger?
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