Guilty as charged – and that’s all I have to say.
Work consumes who I am.
It defines my existence.
And I am not proud of this fact.
And I’m damn sure not alone, especially in our business.
Get More Cheeks In Rep Meeting Seats
Investment News holds a teleconference about a topic and offers CE credit for those in attendance.
Financial Planning Magazine offers a quick 10 question quiz at the end of the monthly issue and offers CFP, CIMA, CIMC and CPWA continuing education credit for successful completion.
You hold a meeting covering an economic update along with sales ideas and reps get…..donuts.
What do Investment News and Financial Planning know that you should too? [Read more…]
2013 UPDATE: (More Than) 24 Great Ideas Wholesalers Use to be More Productive – and Memorable
Updated October 2013: This year’s updates are in green.
Updated July 2012: This year’s updates are presented in burgundy
Updated July 2011: This year’s updates are presented in blue.
Update June 2010: It’s been 90 days a full year since the first Wholesaler Masterminds groups kicked off and the ideas shared on those calls have really been terrific.
The collective wisdom of these groups, freely sharing ideas, is more than most wholesalers get in 10 years of national sales conferences, divisional meetings and Friday conference calls.
14 Guaranteed Ways to Achieve Success With Your Internal Wholesaler
Most wholesalers have an Internal Wholesaler (IW) that has become a vital piece of the business process and overall success of the region.
Sadly, from what I have seen over the years, there are wholesalers that just don’t understand how to leverage these valuable folks to maximize the success of the region.
Tell Me Where It Hurts: 10 Questions For Business Planning With Financial Advisors
Business planning for the year ahead is in full swing for most wholesalers.
Are you holding business planning meetings with your best clients?
Plan now to plan for next year.
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