How clear is it, to both clients and prospects, what’s going to happen after you leave?
Did your meeting end with a plan…
…or a thud?
The Future of Wholesaling Looks Bleak
The signs are right in front of us.
And they have been for a very long time.
So why is it that so many don’t seem to understand what those signs say?
How One Firm Successfully Engaged a Former LinkedIn Insider to Increase Sales with Dan Swift
Yes, we’ve covered LinkedIn here before – and never like this.
What happens when you take a former LinkedIn insider/senior leader and put them to work helping a firm develop and implement a super successful strategy for serving advisors and building non-product value in the market?
[Hint: It’s a massively successful PVP-Peerless Value Proposition®]
Listen in to learn the whole story.
Decisions, Money and Emotions: Gaining a Better Understanding of an Advisor’s World with Dr. Moira Somers
70% of an advisor’s new clients are in the middle of a major life change.
70%!
How does an advisor (and their wholesaling partners) best accommodate these clients, their emotions and their money?
There’s Pain in Your “But”
Don’t excuses really tick you off?
They get us fairly bothered.
And the world today is filled with them.
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