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Stay Better Organized by Using Checklists in Evernote

What are two things that separate the great wholesaler from the wholesaler bobbing in the Sea of Sameness?

Process and Branding.

Part of your process is being better organized.

[Read more…]

Great Wholesalers Do Not Collect Business Cards

Admit it.

Somewhere in your home office is ‘the box’.

The one that contains all of the business cards you have collected over the past ____ years.

[Read more…]

A Better Way To Stay Organized During (And After) The Advisor Appointment

Sometimes old ideas become new again.

Like this one for using Advisor Data Sheets.

Too frequently wholesalers:

[Read more…]

14 Ninja Ways Great Wholesalers Use Google

Yes, Google is the world’s number one search site.

But it’s also so much more.

Learning more about the power of Google will allow you to get answers, improve your process, be more productive and save time.

[Read more…]

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