Your long-tenured PM is leaving the firm.
The rider that advisors have been selling the heck out of is going away.
Your new business processing is delayed by 10 days.
All bad news – and all messages that are no fun to deliver.
Over 250 Episodes
Interviews with Nationally Recognized Authors, Speakers and Thought Leaders
Including our special Lessons From Leaders and On My Mind shows
Available wherever you get your favorite podcasts including:
Find us on Spotify! Search The New Wholesaler Masterminds Radio Show in your app.
PLUS: we have over 100 archived shows in the can (dating back to 2010!) for you to enjoy as well. Use this link to access the archives.
The Rewards of Thinking Big and Being Relentless with Jeffrey Hayzlett
Your COI Mindset: A Giving Hand Is Always Full with Bill Walton
Know More To Sell More: The Importance of Advisor Recon with Sam Richter
How do you prepare for your advisor meetings?
For most wholesalers the checklist includes:
– Sales literature in bag
– Trinkets and trash in trunk
– Boarding pass on iphone
But the most important element of appointment preparation is one that too few wholesalers do.
7 Secrets of Power Entertaining with Eddie Osterland, MS
How many times this past month did you entertain an advisor or COI?
How many times was that engagement truly memorable?
For too many wholesalers, entertaining via dinners, sporting events, etc. is so much second nature that it has become an afterthought – which is why there is so much to learn from this weeks’ guest.