Here are some of our most frequently asked questions. Once you have read them be sure to click on the button at the bottom to Read The Fine Print.
Q) Do I need to be concerned about the group members and confidentiality?
A) Every effort will be made to diversify the Masterminds by geography and product type. In addition, all participants will be pre-screened to insure willingness to participate and collaborate. While we cannot guarantee confidentiality, we strongly believe that by diversifying the group we will be able to achieve a platform for discussion that should not cause any concern.
Q) How soon after the call are the audio replays made available?
A) Under normal circumstances password protected audio replays will be made available within 24 hours.
Q) How do I access the audio replay?
A) You will be able to listen directly from the website or download to your preferred MP3 player
Q) How many people are in a Mastermind group?
A) In order to allow for maximum discussion and collaboration, any one group is limited to maximum 20 participants.
Q) What are the rules regarding the complimentary 60 minute session?
A) The 60 minute session:
Is available after 90 days of concurrent paid membership and only active members are eligible
Is available once per 12 month period
Is the responsibility of the Mastermind participant to schedule
Will be scheduled Monday-Thursday between 8 AM and 4 PM Pacific time
Will not be offered after a member leaves the group and terminates the monthly payment
Q) What is your rate for private coaching?
A) Please call 949-891-1117 to inquire about private coaching rates.
Q) What channels are your members from?
A) All. At any time we may have members from Wires, Planners, Insurance, Banks, etc.
Q) What products do your members wholesale?
A) All. We have current and past members that have Mutual Funds, REITs, VAs, Fixed Annuities, Life Insurance, Alternatives in their bags.
Q) Do I need to commit to a set number of sessions?
That said, Wholesaler Masterminds is not designed for single call use. During the pre-screen process we would like to determine your willingness to participate on a longer term (minimum 90 day) basis.
If you leave a Mastermind group, you may not be able to rejoin until a new group is formed. Continuity of participants is a key factor in the success of our Mastermind groups.
Q) Can I cancel at any time?
A) Absolutely. Note that we will not give partial month refunds.
More questions? Send us an email at shorespeak[at]gmail.com