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7 Ways To Get A New Internal Wholesaler Off To A Fast Start

Perhaps you have heard the saying:

“Behind every successful man is a woman.”

Or, as Groucho Marx said:

“Behind every successful man is a woman, behind her is his wife.” [rimshot]

In our business the expression must be simply:

“Behind every great external wholesaler’s success is a phenomenal internal partner.”
[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…]

Wholesaler Masterminds Radio: Deeper COI Relationships

Playing off of the wildly popular post 5 Things to Do to Make COIs Love You, in the Winter edition of I Carry The Bag…the official magazine of wholesaling we are doing a feature story on Centers of Influence.

[Read more…]

A Wholesaler’s Second Chance

At the beginning of every quarter I ask my coaching clients what successes they were most proud of from the prior quarter’s work.

A mastermind coaching client (we’ll call him Clark) told me a terrific story today and I need to tell you:

Back in March 2010 Clark set up a meeting to visit a Raymond James team with ~$200 million under management. As he is newer to wholesaling he went into the meeting admittedly less prepared than he might have liked, but willing to put it on the line to rope in this team’s business – they were Elephants.

[Read more…]

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