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You are here: Home / Blog

For Divisional Managers (Part One): Create a More Effective Ride-Along

Have you seen our post Sushi, Sake, See Ya!?

It’s the true story of an almost great manager.

‘Almost’ great because he was terrific at praise and light on critique.

[Read more…]

14 Characteristics Of The Memorable Wholesaler (Part One)

Another suit, in another office, carrying another brief case.

Look in the mirror and tell only yourself if that describes you.

[Read more…]

5 Ways Financial Advisors Partner With Wholesalers

wholesalers become master negotiators

Recently the folks at Rekon Intelligence asked me to host, and be the master of ceremonies for, one of their 401(k) Rekon events.

My job was to introduce the seven wholesaler speakers, make sure the show ran on time and generally make sure that the financial advisor guests were treated in the right fashion.

I also had a chance to plant some pro-wholesaler seeds, [Read more…]

RESULTS: One Question Survey – Wholesaler Thank You Calls

After hearing a most curious comment from a coaching client about thank you calls, we needed a reality check.

So, we turned to you and your wholesaling peers.

And 224 responded in the past week:

[Read more…]

It. Just. Is. – Your Futile Search for the Cure to Your To Do List

100+ years.

That’s the collective years of wholesaling wisdom represented at a recent, very small reunion of super successful current and former wholesalers.

[Read more…]

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