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Lesson From A Living Legend

Living legend.

That’s a fair description of 98-year-old Norman Lear.

The creator of All in the Family, The Jeffersons, and a host of other wildly successful television shows, he was interviewed by host Sam Fragoso on his Talk Easy podcast.

[Read more…]

When Sol Flips Your Wholesaling Switch

“Apptivity.”

A word first heard used by an insurance industry senior leader in 2010.

[Read more…]

How Not to Burn Wholesaling Bridges [What Every Wholesaler Should Know About Recruitment Calls]

What Every Wholesaler Should Know About Recruitment Calls

You’re screaming down [insert freeway, highway or byway name here] and your caller id flashes an unfamiliar number.

After your next appointment, you listen to voicemail.

On the other end of the line is a National Sales Manager or Divisional Sales Manager from a competing firm (or a recruiter representing that same firm).

In their message, they explain that they have an opening for which you might be a great fit.

What does the great wholesaler do?

[Read more…]

Become a Better Networker in Four Simple Steps with Joe Sweeney

How well do you network?

Do you build reciprocal relationships that last years, perhaps a lifetime?

If you have room to improve this vital skill, Joe Sweeney is here to help.

[Read more…]

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…]

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