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In Praise of Praise: How Distribution Leaders Are Chasing Away Talent

His reputation speaks volumes.

She leads a channel of one of the most respected mutual fund distribution organizations in the land.

His innovations and ideas have been cross pollinated throughout other channels – and have added considerable billions to the top line of the firm.

She is a results driven leader who has delivered double digit growth, consistently, for years.

[Read more…]

The Results: Wholesaler Office Days

We are emphatic in our belief that wholesalers need to take an office day in order stay organized – and on top of their game.

And we respectfully disagree with sales managers who outright prohibit wholesalers from taking them.

[Read more…]

The Results: Wholesaler Tenacity

How tenacious are you?

We get asked quite a bit about the number of times to call on an advisor prospect.

[Read more…]

The Results: Compensation Expectations

According to our Wholesaler Masterminds® Wholesaler Opinion Poll, there is no significant consensus regarding compensation expectations for the year ahead.

[Read more…]

The Results: What’s Your Sales Outlook?

Coming off of, what was for most, a tremendous 2013 is it a surprise that wholesalers are feeling awfully optimistic about meeting their 2014 sales targets?

Or, has sales management done a better job of reining in the blow out sales of 2013 by creating a more sane sales plan for the year ahead?

[Read more…]

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