Do you have weekly scheduled meetings with your internal partner?
If not, why not?
And the answer ‘we speak every day’ is not an excuse.
UPDATED: Now 84 iPhone and iPad Apps Wholesalers Can Use!
There was a thread recently started at LinkedIn in the Wholesaler Masterminds Group about iPad apps.
Naturally we needed to chime in.
Here are the apps that we are using most frequently – both on our iPad and/or iPhone. Some apps may not be optimized for both platforms. All comments extracted from the app’s iTunes listing.
In Markets Like These What You DON’T Say May Matter Most
This market is making advisors edgy.
So, you’re armed with the latest commentary from your firm.
You have defensible positions/responses for many/most of their concerns.
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.
Client Service Models for Wholesalers and Their Advisors with Paul Kingsman
How many active sellers do you serve?
200? 500? 800?
How do you decide how much “love” to give, to whom, and when?
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