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Advisor Drop-ins: Smart Tactic or Dumb Move?

As a wholesaler, you know your most precious commodity is time.

How you manage that time during the day will determine how many dollars you raise, where you stand in the sales rankings at the end of any given month, and ultimately how well you succeed in your territory.

Caring for that commodity while trying to fit in five, six, or even seven appointments a day is always a challenge.

[Read more…]

Advisors, Money and Emotions – Julie Murphy

We spend time talking to our clients about advisors, their heads, and their hearts.

So naturally when we learned about Julie Murphy Casserly we invited her to join us.

[Read more…]

42 Ways To Kill It In 2015

Based on the 900+ hours of coaching and live presentation work we have done with our wholesaler and management clients this past year, here’s a partial list of 42 ways to ensure that 2015 exceeds your expectations:

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14 Characteristics Of The Memorable Wholesaler (Part One)

Another suit, in another office, carrying another brief case.

Look in the mirror and tell only yourself if that describes you.

[Read more…]

Unbreakable Laws of Wholesaling – Jeffrey Gitomer

In case you are not familiar with his succession of NY Time’s Best Sellers – including the best selling sales book of all time The Little Red Book of Selling – Jeffrey Gitomer is a one of a kind force in the sales world.

From Gitomer.com:

[Read more…]

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