Reflect and recharge.
Two reasons why we love this time of year.
Looking back at your just about complete 2016, was it your Career Year?
Gumby, Pokey and the Wholesaling Sea of Sameness
You can choose to do things as you always have and email/voicemail into the huge echo chamber of your targeted producers and prospects.
Or, you could take the risk that the market is screaming for new, innovative, creative and fun ideas – even in our buttoned up world of financial services.
Giving Until It Hurts? 3 Things to Expect From Your COIs
Ever wonder what you should seek in return for the investment you have made in COIs?
You’re not alone.
DOL Fiduciary Rule Update #2: Unintended Consequences and the Decade of Advice and Value
At Wholesaler Masterminds we are committed to bringing you additional information about DOL; how you and your advisors can cope with it and profit from it.
In order to do that, we have another recognized industry expert, Stig Nybo, with us.
DOL Fiduciary Rule Update #1: The Implications for Wholesalers and Their Leaders
Regardless of who you talk to, wholesalers and their leaders agree: the DOL Fiduciary Rule, that takes effect in April 2017, will continue to bring change to our industry.
How sweeping will the change be?
What will the impact be for wholesalers and their leaders?
Will the impacts be materially different for insurance wholesalers vs. asset management wholesalers?
To address some of these questions we asked two of the industry’s most respected consultants.
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