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Can I See Your ID?

After a delay and cancellation riddled, 20+ plus hour, journey to get from ORD to SNA after attending the Morningstar Conference (more on that next week) I am giving you fair warning: this post is headed a bit off of the normal Wholesaler Masterminds Blog content reservation.

As a red blooded American with access to a Red Carpet Club (read: free cocktails) I felt it was my duty to spend part of my 8 hours at O’Hare at the bar.

In doing so I witnessed an interesting phenomenon in human behavior.

[Read more…]

25 Entertaining Ideas Wholesalers Use With Advisors

Wholesaler Entertaining

Recent Wholesaler Masterminds calls have focused on entertaining.

In the process we assembled quite a list of ideas to engage your clients and prospects.

During our calls we fleshed out each idea and discussed best practices around many of the listed items.

[Read more…]

5 Things To Not Do At Your Next Conference

Last week at Schwab IMPACT I met a cadre of unbelievable wholesaling professionals. Yet there were more than a few folks that really have a thing or two to learn about great wholesaling at a conference.

Here’s list of 5 things to not do in your booth at your next conference: [Read more…]

Two Great Conference Display Booth Ideas

Man it’s hard to stand out at a conference.

How do you attempt to separate yourself and be memorable in a sea of 300 different exhibitors?

In the case of the Schwab IMPACT conference I saw some great efforts.

And two were most memorable.

[Read more…]

Great Wholesalers Don’t Disrespect Others

CAUTION: RANT AHEAD

Last week I was at the Birmingham Marriott for a speaking engagement. As is my usual routine I shipped the audience handouts to the hotel with the customary “hold for arrival” indicator on the shipping label.

The morning of my presentation I called the front desk at 9 AM and asked if they had the box. The front desk clerk confirmed they had it and offered to hold it at the front desk until I came down for the gig.

Wholesalers, this all sounds familiar right? You and I have done this part 1000 times.

Then it got strange.

[Read more…]

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