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A Night At The No-Name Motel

believe it or dont 2

It was the early 1980’s at a No-Name Motel somewhere between Modesto and Fresno in the days before roll-on bags.

[Read more…]

Ants In The Wholesaler’s Pants

Ants in the Wholesaler's Pants

believe it or dont 2

A few years back, I picked-up a rental car at the airport in Birmingham, AL.

It was well after dark, so nothing about the car seemed amiss.

[Read more…]

Tell Us Your Story of Tales From the Road

Believe it or Don't - Wholesaler Tales From the Road.

For the last 25 years that we’ve been in distribution we’ve seen and heard some absolutely outrageous things happen in the field.

For instance:

[Read more…]

10 Ways to Ignite the Fuse With a Top Prospect

Every wholesaler has had this dilemma:

“Rick” is a great prospect.

He writes a terrific amount of overall business, writes business in your product type/asset class, was open and engaging during the first meeting, works at a focus firm, placed a lit. order with you and promised to get on board and write business.

And that is as good as you have been able to do with Rick.

He’s promised a bunch and he’s not written a thing.

What are some things that you can do to light the fuse with Rick that will ignite his production? [Read more…]

Put This One Great Tech Gadget In Your Bag Today

You’re at the back end of a long day.

You have been away from a charge for your smartphone or tablet for way too long.

You know that you won’t get any juice for another couple of hours – unless you hijack an outlet at the advisor office, coffee shop, airport terminal, etc.

[Read more…]

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