While working with a coaching client on their rotations, we found a new feature in BatchGeo.com
The ‘Cluster View’, which allows you to see your advisors grouped in a cluster, per location, segmented by category.
10 Suggestions For Long(er) Term Work-From-Home Situations
Yes, you’re used to having an office day.
And, occasionally, you may even take two in a row.
But how do you handle working from home for a couple of weeks in a row, as current circumstances require?
Use Feedly To Be A Better Student Of The Business
Great wholesalers are expert at consuming the mass volumes of information that are required in our jobs.
They have the ability to stay current on news and information, ranging from The Wall Street Journal to niche blogs, that give them the ammunition that they need to inform and impress the advisors that they serve.
Improving Wholesaler Presentation Skills – Alan Parisse
Frequently we get asked about wholesalers and their ability to be more effective in front of audiences of advisors and/or public customers.
Hence today’s expert guest, Alan Parisse
Rising from garbage collector to Wall Street executive, Alan combines insight and wit to deliver powerful and useful messages to audiences around the world.
5 Ways Wholesalers Develop More Openable And Readable Emails
How many emails do you get in a day?
A week?
How backlogged are you in reading them?
In a recent meeting with a prospect I asked if she had received an email that I had sent.
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