A client recorded some in-house videos after a training we did at their offices.
Here’s an excerpt we thought you’d find helpful.
In Memory Of A Memorable Wholesaler
[As published 9/11/2016]
36 years of wholesaling.
Longer than most of us can contemplate slugging out the day to day battle to raise your fair share of assets.
The Legend of 9D: An Act of Uncommon Kindness
One of the perks of having dedicated 1.5 million miles to United Airlines is the ability to upgrade more times than not – a reward that I don’t take lightly in this era of packed flights, reduced services and full body screening.
Joining me in business class or first, depending on the aircraft, is the typical assortment of business professionals and the occasional leisure traveler. These travelers find their seats, dive into their reading material and frequently pay no attention to the other flyers that surround them.
A Sign From Above
100 miles per hour.
That’s the speed at which most wholesalers run daily.
And I was no different from you, screaming from office to office, advisor to advisor.
One Simple Way To Be The Most Memorable Wholesaler Or Leader
Time for an upscale mini vacation.
That was my thought as I scoured through the Forbes Travel Guide.
I’d shoehorn in a beach-side visit at a five star property en route to a client engagement.
Use Your iPhone To Stay More Focused In Advisor Meetings
You’re in an appointment.
You forgot to silence your phone.
And your briefcase or pocket starts ringing/vibrating!
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