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3 Ways Wholesalers Can Have More Productive Advisor Meetings

Come on admit it.

We’ve all done it.

You have every intention of staying on track during that meeting with an advisor and before you know it 30 minutes has gone by in the blink of an eye.

[Read more…]

Success At What Cost? with Angela Gaffney

It happens every single day.

Wholesalers sacrifice their health in the name of success.

For what reason though? Maybe it’s because fatigue wins over personal self-care, work demands are pulling you in too many directions, or the to-do list is simply longer than the hours in the day.

[Read more…]

Yes, Top Producers Can Get Fired Too

Some wholesalers are under the impression that great production is all that matters.

Maybe.

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A Wholesaler’s Second Chance

At the beginning of every quarter I ask my coaching clients what successes they were most proud of from the prior quarter’s work.

A mastermind coaching client (we’ll call him Clark) told me a terrific story today and I need to tell you:

Back in March 2010 Clark set up a meeting to visit a Raymond James team with ~$200 million under management. As he is newer to wholesaling he went into the meeting admittedly less prepared than he might have liked, but willing to put it on the line to rope in this team’s business – they were Elephants.

[Read more…]

Learn to Write More Impactful Emails (Free Content)

We’ve learned a thing or two about email marketing.

Which happens when you send an email to your list every Sunday night for over 10 years!

And though we have sold a class on this topic for years, now it’s time to share some of those insights with you with our compliments.

[Read more…]

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