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Run Your Territory Like A Business, Not A Clubhouse

Denver, lunch with Al.

Boise, cocktails with Lou.

Salt Lake City, dinner with Paul.

Next rotation = lather, rinse, repeat.

[Read more…]

Wholesalers: Put Down The Cheeseburger And Slowly Back Away From The Plate – Michelle May, M.D.

Michelle May Interview

Ever heard of the freshman 15?

While you may be associating this weight gain phenomenon with the first year of college, the truth is that a wholesaler’s first year in the field is subject to the same perils.

And some wholesalers never recover.

[Read more…]

What’s Your Wholesaler Schmooze Quotient? – Susan RoAne

wholesalers: what's your schmooze quotient?

Wholesalers are paid to be great sales professionals and professional schmoozers.

Who better to walk into a room filled with clients or public customers and deftly start the process of captivating everyone they touch?

Unless, somewhat secretly, you really aren’t the best in that setting.

[Read more…]

16 Essential Wholesaler Travel Website Resources

essential wholesaler travel sites

When I worked in corporate America, and since I had a big job, I had access to the “executive corporate travel department”.

And the truth is I always preferred to do the planning myself.

Here are brand new, as well as tried and true, sites that will help make your wholesaler travel – even if it’s booking a personal vacation – a more pleasant and affordable experience.

[Read more…]

Conducting Wildly Successful Wholesaler Sponsored Wine Events – Michael Bryan

Create a great client wine tasting event

Perhaps you know that I Carry The Bag covers the art, science and lifestyle of wholesaling.

And wine covers all three, wouldn’t you agree?

So it stands to reason that working with your financial advisor to create a most memorable, client facing, wine event makes a ton of sense.

The problem is too many wholesalers are not quite sure where to start.

[Read more…]

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