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Your COI Mindset: A Giving Hand Is Always Full with Bill Walton

COIs have the ability to exponentially increase your influence and your sales.

And we’ve written about it here and here.

In this episode we explore how to establish and nurture successful COI relationships with a guest who does not live in the distribution “fish bowl”.

[Read more…]

Becoming an Irreplaceable Wholesaler with Penny Phillips

Your advisor clients and prospects are deluged with information.

Worse, it is information that often they can find online, unaided.

So how exactly are you going to become irreplaceable?

[Read more…]

Sales Trap: Chasing One Hit Wonders

As I built my book of producers for OppenheimerFunds, I was tenacious and persistent.

The more a prospect offered resistance, the harder I sold.

[Read more…]

The Secret to Being Heard Above the Herd of Wholesalers with Joe Colavito

You get paid to influence.

Influence advisors to present your firm’s product versus the competitors.

But how do you enhance your powers of influence?

Better still, how do you create unlimited influence?

[Read more…]

Your LinkedIn Profile Might Suck If…

We are on LinkedIn every day.

Multiple times per day.

And we have seen every conceivable profile.

So, how do you know if yours might suck?

[Read more…]

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