My friend Ron accuses me, rightly so, of having “shiny object syndrome” (listen to the interview for more).
Seems like I am prone to trying to ‘improve’ a process or a function that is basic, working well and making money.
Sound at all familiar?
Nine Things Successful People Do Differently – Dr. Heidi Grant Halvorson
If you have ever read the Harvard Business Review blog (and if you don’t, you should) you may have seen a post from February 2011 entitled Nine Things Successful People Do Differently written by Dr. Heidi Grant Halvorson.
How Can Wholesalers Sell To Crazy Busy Advisors? – Jill Konrath
You’re busy.
I’m busy.
The advisors that we covet are busy.
How can wholesalers who wish to connect with these crazy busy advisors, who hold the key to our sales goals and annual incomes, be more effective?
Four Meetings, Save a Life, Dinner With Rep – Just Another Day
Recently on LinkedIn and this website we put out the call for outrageous stories from wholesalers.
You know, those barely believable incidents that involve reps, other wholesalers or managers.
While we ask you to chronicle those tales (anonymously if you wish), we were struck by this reply at the Investment Wholesalers of America group:
5 Ways Wholesalers Endear Themselves to Advisors For Life
Earlier this month I had the opportunity to present a wholesaler workshop along side Craig Rollins, CEO of LJ Cooper Wealth Advisors at REISA.
In addition to his work as an advisor and senior leader, Craig has written a book on wholesaling that was inspired by his experience with wholesalers from the client side of the table called The Wholesaler’s Companion.